Ausdal Financial Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,190
| Closed | -$216K | – | 350 |
|
|
2019
Q4 | $216K | Buy |
+2,190
| New | +$216K | 0.06% | 291 |
|
|
2018
Q4 | – | Sell |
-4,553
| Closed | -$304K | – | 402 |
|
|
2018
Q3 | $304K | Buy |
4,553
+16
| +0.4% | +$1.07K | 0.09% | 276 |
|
|
2018
Q2 | $293K | Buy |
4,537
+521
| +13% | +$33.6K | 0.09% | 283 |
|
|
2018
Q1 | $252K | Buy |
4,016
+445
| +12% | +$27.9K | 0.09% | 286 |
|
|
2017
Q4 | $237K | Buy |
3,571
+14
| +0.4% | +$929 | 0.08% | 300 |
|
|
2017
Q3 | $223K | Buy |
+3,557
| New | +$223K | 0.09% | 293 |
|
|
2016
Q1 | – | Sell |
-2,302
| Closed | -$118K | – | 1017 |
|
|
2015
Q4 | $118K | Buy |
+2,302
| New | +$118K | 0.06% | 277 |
|