YorkBridge Wealth Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,556
| Closed | -$109K | – | 339 |
|
|
2019
Q2 | $109K | Buy |
2,556
+38
| +2% | +$1.62K | 0.05% | 270 |
|
|
2019
Q1 | $105K | Hold |
2,518
| – | – | 0.05% | 266 |
|
|
2018
Q4 | $95K | Hold |
2,518
| – | – | 0.05% | 254 |
|
|
2018
Q3 | $93K | Hold |
2,518
| – | – | 0.04% | 294 |
|
|
2018
Q2 | $90K | Hold |
2,518
| – | – | 0.04% | 303 |
|
|
2018
Q1 | $86K | Hold |
2,518
| – | – | 0.04% | 311 |
|
|
2017
Q4 | $80K | Buy |
2,518
+1,670
| +197% | +$53.1K | 0.04% | 320 |
|
|
2017
Q3 | $26K | Buy |
+848
| New | +$26K | 0.01% | 461 |
|