WealthPLAN Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,222
| Closed | -$314K | – | 266 |
|
|
2018
Q1 | $314K | Buy |
+9,222
| New | +$314K | 0.07% | 200 |
|
|
2016
Q3 | $24.5K | Sell |
776
-162
| -17% | -$5.12K | 0.01% | 441 |
|
|
2016
Q2 | $28.9K | Buy |
+938
| New | +$28.9K | ﹤0.01% | 1186 |
|
|
2015
Q4 | $22.8K | Buy |
+718
| New | +$22.8K | ﹤0.01% | 875 |
|
|
2015
Q2 | – | Sell |
-52
| Closed | -$2K | – | 459 |
|
|
2015
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 485 |
|