Winfield Associates’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-487
| Closed | -$15K | – | 843 |
|
|
2017
Q3 | $15K | Buy |
487
+150
| +45% | +$4.62K | 0.01% | 343 |
|
|
2017
Q2 | $10K | Buy |
337
+61
| +22% | +$1.81K | 0.01% | 409 |
|
|
2017
Q1 | $9K | Buy |
+276
| New | +$9K | 0.01% | 402 |
|
|
2014
Q1 | – | Sell |
-158
| Closed | -$5K | – | 306 |
|
|
2013
Q4 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 250 |
|