Atwood & Palmer’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-531
| Closed | -$33K | – | 318 |
|
|
2017
Q2 | $33K | Hold |
531
| – | – | 0.01% | 207 |
|
|
2017
Q1 | $32K | Hold |
531
| – | – | 0.01% | 195 |
|
|
2016
Q4 | $31K | Sell |
531
-1,800
| -77% | -$105K | 0.01% | 196 |
|
|
2016
Q3 | $140K | Hold |
2,331
| – | – | 0.03% | 130 |
|
|
2016
Q2 | $152K | Hold |
2,331
| – | – | 0.03% | 131 |
|
|
2016
Q1 | $140K | Hold |
2,331
| – | – | 0.02% | 129 |
|
|
2015
Q4 | $120K | Hold |
2,331
| – | – | 0.02% | 150 |
|
|
2015
Q3 | $122K | Hold |
2,331
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $105K | Buy |
2,331
+531
| +30% | +$23.9K | 0.02% | 155 |
|
|
2015
Q1 | $89K | Hold |
1,800
| – | – | 0.02% | 160 |
|
|
2014
Q4 | $95K | Hold |
1,800
| – | – | 0.02% | 167 |
|
|
2014
Q3 | $77K | Hold |
1,800
| – | – | 0.01% | 177 |
|
|
2014
Q2 | $84K | Buy |
+1,800
| New | +$84K | 0.02% | 168 |
|