BFG
Beacon Financial Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,869
| Closed | -$258K | – | 189 |
|
|
2018
Q3 | $258K | Sell |
3,869
-757
| -16% | -$50.5K | 0.04% | 177 |
|
|
2018
Q2 | $299K | Sell |
4,626
-189
| -4% | -$12.2K | 0.05% | 169 |
|
|
2018
Q1 | $302K | Sell |
4,815
-511
| -10% | -$32.1K | 0.05% | 175 |
|
|
2017
Q4 | $354K | Sell |
5,326
-536
| -9% | -$35.6K | 0.06% | 157 |
|
|
2017
Q3 | $368K | Sell |
5,862
-1,965
| -25% | -$123K | 0.07% | 147 |
|
|
2017
Q2 | $481K | Buy |
7,827
+646
| +9% | +$39.7K | 0.09% | 130 |
|
|
2017
Q1 | $433K | Sell |
7,181
-327
| -4% | -$19.7K | 0.08% | 131 |
|
|
2016
Q4 | $440K | Sell |
7,508
-741
| -9% | -$43.4K | 0.09% | 132 |
|
|
2016
Q3 | $498K | Sell |
8,249
-581
| -7% | -$35.1K | 0.1% | 127 |
|
|
2016
Q2 | $567K | Buy |
+8,830
| New | +$567K | 0.12% | 110 |
|
|
2015
Q4 | – | Sell |
-8,456
| Closed | -$432K | – | 172 |
|
|
2015
Q3 | $432K | Buy |
8,456
+1,132
| +15% | +$57.8K | 0.11% | 119 |
|
|
2015
Q2 | $330K | Buy |
7,324
+1,066
| +17% | +$48K | 0.07% | 140 |
|
|
2015
Q1 | $312K | Buy |
6,258
+1,175
| +23% | +$58.6K | 0.07% | 140 |
|
|
2014
Q4 | $273K | Sell |
5,083
-116
| -2% | -$6.23K | 0.06% | 147 |
|
|
2014
Q3 | $222K | Buy |
+5,199
| New | +$222K | 0.05% | 178 |
|