WestEnd Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7
| Closed | -$310 | – | 377 |
|
|
2024
Q3 | $310 | Sell |
7
-1
| -13% | -$44 | ﹤0.01% | 240 |
|
|
2024
Q2 | $306 | Hold |
8
| – | – | ﹤0.01% | 208 |
|
|
2024
Q1 | $309 | Buy |
8
+1
| +14% | +$39 | ﹤0.01% | 201 |
|
|
2023
Q4 | $257 | Sell |
7
-7
| -50% | -$257 | ﹤0.01% | 214 |
|
|
2023
Q3 | $479 | Buy |
+14
| New | +$479 | ﹤0.01% | 155 |
|
|
2023
Q2 | – | Hold |
0
| – | -$481 | – | 136 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$503 | – | 153 |
|
|
2022
Q4 | $503 | Buy |
12
+3
| +33% | +$126 | ﹤0.01% | 146 |
|
|
2022
Q3 | $0 | Buy |
9
+3
| +50% | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $230 | Buy |
+6
| New | +$230 | ﹤0.01% | 197 |
|