Ariel Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-55,138
| Closed | -$2.83M | – | 204 |
|
|
2015
Q4 | $2.83M | Hold |
55,138
| – | – | 0.03% | 165 |
|
|
2015
Q3 | $2.88M | Buy |
+55,138
| New | +$2.88M | 0.04% | 168 |
|
|
2015
Q1 | – | Sell |
-8,950
| Closed | -$472K | – | 191 |
|
|
2014
Q4 | $472K | Sell |
8,950
-33,696
| -79% | -$1.78M | 0.01% | 190 |
|
|
2014
Q3 | $1.83M | Buy |
42,646
+1,026
| +2% | +$44.1K | 0.02% | 173 |
|
|
2014
Q2 | $1.95M | Buy |
+41,620
| New | +$1.95M | 0.02% | 173 |
|