Wealthspire Advisors (New York)’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,667
| Closed | -$266K | – | 481 |
|
|
2021
Q1 | $266K | Sell |
7,667
-7,163
| -48% | -$249K | 0.01% | 590 |
|
|
2020
Q4 | $454K | Buy |
+14,830
| New | +$454K | 0.01% | 324 |
|
|
2020
Q3 | – | Sell |
-5,805
| Closed | -$225K | – | 334 |
|
|
2020
Q2 | $225K | Sell |
5,805
-383
| -6% | -$14.8K | 0.02% | 242 |
|
|
2020
Q1 | $248K | Buy |
+6,188
| New | +$248K | 0.01% | 436 |
|
|
2019
Q1 | – | Sell |
-567
| Closed | -$21K | – | 305 |
|
|
2018
Q4 | $21K | Buy |
+567
| New | +$21K | ﹤0.01% | 327 |
|