Anchor Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,562
| Closed | -$1.02M | – | 268 |
|
|
2020
Q3 | $1.02M | Buy |
10,562
+90
| +0.9% | +$8.72K | 0.03% | 162 |
|
|
2020
Q2 | $918K | Sell |
10,472
-5,448
| -34% | -$478K | 0.02% | 166 |
|
|
2020
Q1 | $1.4M | Sell |
15,920
-575
| -3% | -$50.7K | 0.04% | 136 |
|
|
2019
Q4 | $1.52M | Hold |
16,495
| – | – | 0.03% | 142 |
|
|
2019
Q3 | $1.57M | Buy |
16,495
+435
| +3% | +$41.4K | 0.06% | 138 |
|
|
2019
Q2 | $1.34M | Buy |
16,060
+90
| +0.6% | +$7.5K | 0.05% | 142 |
|
|
2019
Q1 | $1.26K | Sell |
15,970
-5,150
| -24% | -$407 | 0.03% | 144 |
|
|
2018
Q4 | $1.46M | Buy |
21,120
+428
| +2% | +$29.6K | 0.06% | 139 |
|
|
2018
Q3 | $1.38M | Buy |
20,692
+14,179
| +218% | +$946K | 0.05% | 155 |
|
|
2018
Q2 | $421K | Buy |
+6,513
| New | +$421K | 0.02% | 230 |
|