Wealthspire Advisors (Maryland)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,463
| Closed | -$102K | – | 995 |
|
|
2019
Q1 | $102K | Sell |
2,463
-36
| -1% | -$1.49K | 0.01% | 633 |
|
|
2018
Q4 | $94K | Buy |
2,499
+302
| +14% | +$11.4K | 0.01% | 621 |
|
|
2018
Q3 | $82K | Sell |
2,197
-68
| -3% | -$2.54K | 0.01% | 766 |
|
|
2018
Q2 | $81K | Buy |
2,265
+350
| +18% | +$12.5K | 0.01% | 785 |
|
|
2018
Q1 | $65K | Buy |
1,915
+82
| +4% | +$2.78K | 0.01% | 886 |
|
|
2017
Q4 | $56K | Buy |
1,833
+278
| +18% | +$8.49K | 0.01% | 955 |
|
|
2017
Q3 | $48K | Buy |
1,555
+300
| +24% | +$9.26K | 0.01% | 993 |
|
|
2017
Q2 | $37K | Sell |
1,255
-1,869
| -60% | -$55.1K | ﹤0.01% | 1050 |
|
|
2017
Q1 | $99K | Buy |
3,124
+132
| +4% | +$4.18K | 0.01% | 606 |
|
|
2016
Q4 | $93K | Buy |
2,992
+65
| +2% | +$2.02K | 0.01% | 602 |
|
|
2016
Q3 | $97K | Sell |
2,927
-632
| -18% | -$20.9K | 0.02% | 574 |
|
|
2016
Q2 | $124K | Buy |
3,559
+2,706
| +317% | +$94.3K | 0.02% | 487 |
|
|
2016
Q1 | $31K | Buy |
853
+382
| +81% | +$13.9K | 0.01% | 822 |
|
|
2015
Q4 | $15K | Buy |
+471
| New | +$15K | ﹤0.01% | 1066 |
|