Alpha Omega 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-314
| Closed | -$26K | – | 551 |
|
|
2019
Q2 | $26K | Hold |
314
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $25K | Hold |
314
| – | – | 0.01% | 328 |
|
|
2018
Q4 | $22K | Hold |
314
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $21K | Hold |
314
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $20K | Hold |
314
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $20K | Hold |
314
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $21K | Sell |
314
-105
| -25% | -$7.02K | 0.01% | 288 |
|
|
2017
Q3 | $26K | Hold |
419
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $26K | Hold |
419
| – | – | 0.01% | 272 |
|
|
2017
Q1 | $25K | Hold |
419
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $25K | Buy |
+419
| New | +$25K | 0.01% | 274 |
|