Advisor Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11.2M | Buy |
121,064
+2,542
| +2% | +$235K | 0.08% | 222 |
|
|
2019
Q3 | $11.3M | Buy |
118,522
+984
| +0.8% | +$93.6K | 0.08% | 213 |
|
|
2019
Q2 | $9.8M | Buy |
117,538
+12,419
| +12% | +$1.04M | 0.08% | 228 |
|
|
2019
Q1 | $8.32M | Buy |
105,119
+1,553
| +1% | +$123K | 0.07% | 245 |
|
|
2018
Q4 | $7.18M | Buy |
103,566
+12,849
| +14% | +$890K | 0.07% | 233 |
|
|
2018
Q3 | $6.06M | Buy |
90,717
+35,495
| +64% | +$2.37M | 0.06% | 263 |
|
|
2018
Q2 | $3.57M | Sell |
55,222
-14,587
| -21% | -$944K | 0.05% | 335 |
|
|
2018
Q1 | $4.38M | Sell |
69,809
-17,652
| -20% | -$1.11M | 0.06% | 284 |
|
|
2017
Q4 | $5.81M | Buy |
87,461
+19,771
| +29% | +$1.31M | 0.08% | 228 |
|
|
2017
Q3 | $4.25M | Sell |
67,690
-441
| -0.6% | -$27.7K | 0.07% | 264 |
|
|
2017
Q2 | $4.18M | Buy |
68,131
+11,644
| +21% | +$715K | 0.07% | 256 |
|
|
2017
Q1 | $3.43M | Sell |
56,487
-1,377
| -2% | -$83.5K | 0.07% | 293 |
|
|
2016
Q4 | $3.4M | Buy |
57,864
+1,800
| +3% | +$106K | 0.08% | 275 |
|
|
2016
Q3 | $3.36M | Buy |
56,064
+6,480
| +13% | +$388K | 0.08% | 272 |
|
|
2016
Q2 | $3.24M | Buy |
+49,584
| New | +$3.24M | 0.09% | 257 |
|