Wealthstreet Investment Advisors’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
-26,100
Closed -$905K 172
2021
Q1
$905K Sell
26,100
-600
-2% -$20.8K 0.09% 180
2020
Q4
$817K Buy
26,700
+14,000
+110% +$428K 0.08% 180
2020
Q3
$365K Buy
+12,700
New +$365K 0.04% 255