Wintrust Investments’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 |
-862
| Closed | -$38K | – | 455 |
|
|
2024
Q3 | $38K | Sell |
862
-10,637
| -93% | -$469K | 0.03% | 355 |
|
|
2024
Q2 | $440K | Buy |
11,499
+90
| +0.8% | +$3.44K | 0.04% | 309 |
|
|
2024
Q1 | $441K | Sell |
11,409
-307
| -3% | -$11.9K | 0.04% | 304 |
|
|
2023
Q4 | $430K | Sell |
11,716
-192
| -2% | -$7.05K | 0.04% | 297 |
|
|
2023
Q3 | $407K | Buy |
11,908
+969
| +9% | +$33.1K | 0.04% | 287 |
|
|
2023
Q2 | $425K | Sell |
10,939
-821
| -7% | -$31.9K | 0.04% | 283 |
|
|
2023
Q1 | $471K | Sell |
11,760
-1,560
| -12% | -$62.5K | 0.06% | 214 |
|
|
2022
Q4 | $559K | Sell |
13,320
-237
| -2% | -$9.95K | 0.07% | 198 |
|
|
2022
Q3 | $502K | Buy |
13,557
+245
| +2% | +$9.07K | 0.06% | 228 |
|
|
2022
Q2 | $511K | Buy |
13,312
+41
| +0.3% | +$1.57K | 0.06% | 225 |
|
|
2022
Q1 | $609K | Sell |
13,271
-247
| -2% | -$11.3K | 0.06% | 229 |
|
|
2021
Q4 | $562K | Buy |
+13,518
| New | +$562K | 0.05% | 244 |
|
|
2021
Q3 | – | Sell |
-12,317
| Closed | -$458K | – | 320 |
|
|
2021
Q2 | $458K | Buy |
12,317
+4,307
| +54% | +$160K | 0.05% | 273 |
|
|
2021
Q1 | $278K | Buy |
+8,010
| New | +$278K | 0.03% | 341 |
|
|
2020
Q4 | – | Sell |
-7,413
| Closed | -$213K | – | 241 |
|
|
2020
Q3 | $213K | Buy |
+7,413
| New | +$213K | 0.03% | 318 |
|