WCA
Westover Capital Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,565
| Closed | -$252K | – | 161 |
|
|
2022
Q2 | $252K | Sell |
6,565
-32
| -0.5% | -$1.23K | 0.09% | 139 |
|
|
2022
Q1 | $303K | Buy |
+6,597
| New | +$303K | 0.09% | 140 |
|
|
2020
Q3 | – | Sell |
-5,510
| Closed | -$214K | – | 136 |
|
|
2020
Q2 | $214K | Sell |
5,510
-266
| -5% | -$10.3K | 0.1% | 107 |
|
|
2020
Q1 | $231K | Sell |
5,776
-57
| -1% | -$2.28K | 0.13% | 105 |
|
|
2019
Q4 | $283K | Sell |
5,833
-361
| -6% | -$17.5K | 0.13% | 111 |
|
|
2019
Q3 | $299K | Sell |
6,194
-19
| -0.3% | -$917 | 0.14% | 106 |
|
|
2019
Q2 | $266K | Sell |
6,213
-79
| -1% | -$3.38K | 0.13% | 110 |
|
|
2019
Q1 | $262K | Hold |
6,292
| – | – | 0.14% | 107 |
|
|
2018
Q4 | $236K | Sell |
6,292
-584
| -8% | -$21.9K | 0.15% | 98 |
|
|
2018
Q3 | $256K | Buy |
6,876
+1,026
| +18% | +$38.2K | 0.13% | 103 |
|
|
2018
Q2 | $210K | Buy |
+5,850
| New | +$210K | 0.11% | 100 |
|