WCM

Windsor Capital Management’s FirstEnergy FE Stock Holding History

Windsor Capital Management’s Portfolio FE Stock Details FE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,215	Closed	-$358K	–	114
2023 Q2	$358K	Hold	9,215	–	–	0.12%	84
2023 Q1	$369K	Hold	9,215	–	–	0.13%	82
2022 Q4	$386K	Hold	9,215	–	–	0.14%	80
2022 Q3	$340K	Hold	9,215	–	–	0.13%	87
2022 Q2	$353K	Hold	9,215	–	–	0.13%	92
2022 Q1	$422K	Hold	9,215	–	–	0.13%	86
2021 Q4	$383K	Hold	9,215	–	–	0.12%	89
2021 Q3	$328K	Hold	9,215	–	–	0.11%	92
2021 Q2	$342K	Hold	9,215	–	–	0.11%	93
2021 Q1	$319K	Hold	9,215	–	–	0.11%	94
2020 Q4	$282K	Sell	9,215 -333	-3%	-$10.2K	0.11%	100
2020 Q3	$274K	Buy	9,548 +5	+0.1%	+$143	0.11%	99
2020 Q2	$370K	Buy	9,543 +3	+0%	+$116	0.16%	89
2020 Q1	$382K	Buy	9,540 +2	+0%	+$80	0.19%	83
2019 Q4	$463K	Sell	9,538 -14,540	-60%	-$706K	0.19%	85
2019 Q3	$1.16M	Buy	24,078 +491	+2%	+$23.7K	0.52%	49
2019 Q2	$1.01M	Buy	23,587 +14,827	+169%	+$634K	0.46%	54
2019 Q1	$364K	Hold	8,760	–	–	0.17%	92
2018 Q4	$328K	Hold	8,760	–	–	0.17%	92
2018 Q3	$325K	Hold	8,760	–	–	0.15%	101
2018 Q2	$314K	Hold	8,760	–	–	0.15%	99
2018 Q1	$297K	Sell	8,760 -1,000	-10%	-$33.9K	0.14%	101
2017 Q4	$298K	Hold	9,760	–	–	0.14%	99
2017 Q3	$284K	Hold	9,760	–	–	0.14%	96
2017 Q2	$284K	Hold	9,760	–	–	0.14%	98
2017 Q1	$310K	Hold	9,760	–	–	0.16%	96
2016 Q4	$302K	Hold	9,760	–	–	0.16%	95
2016 Q3	$322K	Hold	9,760	–	–	0.18%	98
2016 Q2	$340K	Hold	9,760	–	–	0.2%	94
2016 Q1	$351K	Hold	9,760	–	–	0.22%	87
2015 Q4	$309K	Hold	9,760	–	–	0.19%	89
2015 Q3	$305K	Hold	9,760	–	–	0.18%	87
2015 Q2	$317K	Hold	9,760	–	–	0.18%	90
2015 Q1	$342K	Hold	9,760	–	–	0.2%	84
2014 Q4	$381K	Hold	9,760	–	–	0.21%	73
2014 Q3	$328K	Hold	9,760	–	–	0.19%	70
2014 Q2	$339K	Buy	+9,760	New	+$339K	0.19%	69
2014 Q1	–	Sell	-3,714	Closed	-$122K	–	142
2013 Q4	$122K	Buy	3,714 +300	+9%	+$9.86K	0.07%	106
2013 Q3	$124K	Buy	3,414 +120	+4%	+$4.36K	0.07%	101
2013 Q2	$123K	Buy	+3,294	New	+$123K	0.07%	93