Barnett & Company’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-147
| Closed | -$13K | – | 369 |
|
|
2020
Q1 | $13K | Sell |
147
-9
| -6% | -$796 | 0.01% | 237 |
|
|
2019
Q4 | $14K | Buy |
156
+147
| +1,633% | +$13.2K | 0.01% | 283 |
|
|
2019
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 412 |
|
|
2018
Q2 | – | Sell |
-1,250
| Closed | -$78K | – | 345 |
|
|
2018
Q1 | $78K | Hold |
1,250
| – | – | 0.04% | 159 |
|
|
2017
Q4 | $83K | Hold |
1,250
| – | – | 0.04% | 159 |
|
|
2017
Q3 | $78K | Hold |
1,250
| – | – | 0.04% | 159 |
|
|
2017
Q2 | $77K | Hold |
1,250
| – | – | 0.04% | 177 |
|
|
2017
Q1 | $76K | Hold |
1,250
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $73K | Hold |
1,250
| – | – | 0.04% | 190 |
|
|
2016
Q3 | $75K | Hold |
1,250
| – | – | 0.04% | 191 |
|
|
2016
Q2 | $82K | Sell |
1,250
-200
| -14% | -$13.1K | 0.05% | 184 |
|
|
2016
Q1 | $87K | Buy |
+1,450
| New | +$87K | 0.05% | 188 |
|