WGCA
Wolf Group Capital Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-63,950
| Closed | -$2.3M | – | 98 |
|
|
2018
Q2 | $2.3M | Sell |
63,950
-1,971
| -3% | -$70.8K | 1.5% | 25 |
|
|
2018
Q1 | $2.24M | Buy |
65,921
+1,276
| +2% | +$43.4K | 1.48% | 22 |
|
|
2017
Q4 | $1.98M | Sell |
64,645
-548
| -0.8% | -$16.8K | 1.23% | 31 |
|
|
2017
Q3 | $2.09M | Sell |
65,193
-17,143
| -21% | -$550K | 1.45% | 25 |
|
|
2017
Q2 | $2.4M | Sell |
82,336
-6,065
| -7% | -$177K | 1.85% | 19 |
|
|
2017
Q1 | $2.81M | Buy |
88,401
+1,108
| +1% | +$35.3K | 1.85% | 19 |
|
|
2016
Q4 | $2.7M | Buy |
87,293
+23,053
| +36% | +$714K | 1.82% | 19 |
|
|
2016
Q3 | $2.13M | Buy |
64,240
+50,477
| +367% | +$1.67M | 1.48% | 26 |
|
|
2016
Q2 | $480K | Buy |
+13,763
| New | +$480K | 0.35% | 70 |
|