Allegis Investment Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $600K | Buy |
9,565
+674
| +8% | +$42.3K | 0.18% | 108 |
|
|
2017
Q4 | $591K | Buy |
8,891
+2,424
| +37% | +$161K | 0.17% | 133 |
|
|
2017
Q3 | $406K | Buy |
6,467
+2,030
| +46% | +$127K | 0.1% | 175 |
|
|
2017
Q2 | $272K | Buy |
+4,437
| New | +$272K | 0.07% | 208 |
|
|
2016
Q1 | – | Sell |
-948
| Closed | -$49K | – | 890 |
|
|
2015
Q4 | $49K | Buy |
+948
| New | +$49K | 0.03% | 337 |
|