Zeke Capital Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,562
| Closed | -$246K | – | 569 |
|
|
2018
Q4 | $246K | Sell |
6,562
-8,094
| -55% | -$303K | 0.02% | 478 |
|
|
2018
Q3 | $545K | Buy |
14,656
+800
| +6% | +$29.7K | 0.04% | 386 |
|
|
2018
Q2 | $498K | Hold |
13,856
| – | – | 0.05% | 304 |
|
|
2018
Q1 | $471K | Buy |
13,856
+762
| +6% | +$25.9K | 0.04% | 343 |
|
|
2017
Q4 | $401K | Buy |
+13,094
| New | +$401K | 0.04% | 327 |
|