Affinity Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,288
| Closed | -$1.41M | – | 109 |
|
|
2019
Q4 | $1.41M | Buy |
15,288
+506
| +3% | +$46.7K | 0.52% | 35 |
|
|
2019
Q3 | $1.41M | Sell |
14,782
-110
| -0.7% | -$10.5K | 0.56% | 31 |
|
|
2019
Q2 | $1.24M | Buy |
14,892
+1,086
| +8% | +$90.6K | 0.49% | 32 |
|
|
2019
Q1 | $1.09M | Buy |
13,806
+4,774
| +53% | +$378K | 0.43% | 38 |
|
|
2018
Q4 | $626K | Buy |
+9,032
| New | +$626K | 0.38% | 43 |
|