America First 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,428
| Closed | -$86K | – | 134 |
|
|
2016
Q3 | $86K | Hold |
1,428
| – | – | 0.04% | 55 |
|
|
2016
Q2 | $93K | Hold |
1,428
| – | – | 0.04% | 53 |
|
|
2016
Q1 | $86K | Hold |
1,428
| – | – | 0.04% | 54 |
|
|
2015
Q4 | $73K | Sell |
1,428
-257
| -15% | -$13.1K | 0.03% | 54 |
|
|
2015
Q3 | $88K | Hold |
1,685
| – | – | 0.04% | 51 |
|
|
2015
Q2 | $76K | Hold |
1,685
| – | – | 0.03% | 54 |
|
|
2015
Q1 | $83K | Sell |
1,685
-280
| -14% | -$13.8K | 0.04% | 59 |
|
|
2014
Q4 | $104K | Hold |
1,965
| – | – | 0.04% | 58 |
|
|
2014
Q3 | $84K | Hold |
1,965
| – | – | 0.04% | 59 |
|
|
2014
Q2 | $92K | Hold |
1,965
| – | – | 0.04% | 62 |
|
|
2014
Q1 | $91K | Sell |
1,965
-333
| -14% | -$15.4K | 0.04% | 62 |
|
|
2013
Q4 | $95K | Hold |
2,298
| – | – | 0.04% | 65 |
|
|
2013
Q3 | $93K | Buy |
2,298
+870
| +61% | +$35.2K | 0.05% | 66 |
|
|
2013
Q2 | $59K | Buy |
+1,428
| New | +$59K | 0.03% | 70 |
|