WealthTrust Fairport’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-123
| Closed | -$5K | – | 224 |
|
|
2014
Q4 | $5K | Hold |
123
| – | – | ﹤0.01% | 390 |
|
|
2014
Q3 | $4K | Sell |
123
-40
| -25% | -$1.3K | ﹤0.01% | 299 |
|
|
2014
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 259 |
|
|
2014
Q1 | $6K | Hold |
163
| – | – | ﹤0.01% | 233 |
|
|
2013
Q4 | $5K | Sell |
163
-250
| -61% | -$7.67K | ﹤0.01% | 249 |
|
|
2013
Q3 | $15K | Buy |
413
+123
| +42% | +$4.47K | ﹤0.01% | 239 |
|
|
2013
Q2 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 243 |
|