Alley Company’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $903K | Sell |
9,306
-40
| -0.4% | -$3.88K | 0.14% | 64 |
|
|
2021
Q3 | $824K | Sell |
9,346
-607
| -6% | -$53.5K | 0.15% | 64 |
|
|
2021
Q2 | $885K | Sell |
9,953
-210
| -2% | -$18.7K | 0.16% | 64 |
|
|
2021
Q1 | $951K | Sell |
10,163
-675
| -6% | -$63.2K | 0.19% | 64 |
|
|
2020
Q4 | $997K | Hold |
10,838
| – | – | 0.21% | 65 |
|
|
2020
Q3 | $1.05M | Sell |
10,838
-24
| -0.2% | -$2.33K | 0.08% | 61 |
|
|
2020
Q2 | $952K | Hold |
10,862
| – | – | 0.07% | 62 |
|
|
2020
Q1 | $957K | Sell |
10,862
-200
| -2% | -$17.6K | 0.11% | 60 |
|
|
2019
Q4 | $1.02M | Sell |
11,062
-12
| -0.1% | -$1.11K | 0.26% | 64 |
|
|
2019
Q3 | $1.05M | Buy |
11,074
+658
| +6% | +$62.6K | 0.29% | 63 |
|
|
2019
Q2 | $868K | Sell |
10,416
-75
| -0.7% | -$6.25K | 0.25% | 66 |
|
|
2019
Q1 | $830K | Hold |
10,491
| – | – | 0.24% | 65 |
|
|
2018
Q4 | $727K | Hold |
10,491
| – | – | 0.24% | 66 |
|
|
2018
Q3 | $700K | Buy |
10,491
+1,168
| +13% | +$77.9K | 0.21% | 68 |
|
|
2018
Q2 | $603K | Buy |
9,323
+169
| +2% | +$10.9K | 0.2% | 67 |
|
|
2018
Q1 | $574K | Hold |
9,154
| – | – | 0.2% | 68 |
|
|
2017
Q4 | $608K | Sell |
9,154
-60
| -0.7% | -$3.99K | 0.21% | 66 |
|
|
2017
Q3 | $578K | Hold |
9,214
| – | – | 0.21% | 68 |
|
|
2017
Q2 | $566K | Hold |
9,214
| – | – | 0.21% | 65 |
|
|
2017
Q1 | $559K | Buy |
9,214
+842
| +10% | +$51.1K | 0.22% | 65 |
|
|
2016
Q4 | $491K | Sell |
8,372
-82
| -1% | -$4.81K | 0.22% | 64 |
|
|
2016
Q3 | $506K | Hold |
8,454
| – | – | 0.23% | 63 |
|
|
2016
Q2 | $552K | Sell |
8,454
-86
| -1% | -$5.62K | 0.25% | 62 |
|
|
2016
Q1 | $513K | Hold |
8,540
| – | – | 0.25% | 63 |
|
|
2015
Q4 | $438K | Hold |
8,540
| – | – | 0.21% | 64 |
|
|
2015
Q3 | $446K | Sell |
8,540
-1,530
| -15% | -$79.9K | 0.23% | 66 |
|
|
2015
Q2 | $453K | Buy |
+10,070
| New | +$453K | 0.22% | 68 |
|