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Bellecapital’s WEC Energy WEC Stock Holding History

Bellecapital’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,291
Closed -$579K – 55
2015
Q4 		$579K Buy
11,291
+1,936
+21% +$98.8K 0.74% 31
2015
Q3 		$489K Buy
9,355
+175
+2% +$8.51K 0.72% 31
2015
Q2 		$413K Sell
9,180
-1,978
-18% -$95K 0.53% 36
2015
Q1 		$552K Buy
11,158
+3,580
+47% +$187K 0.74% 35
2014
Q4 		$400K Sell
7,578
-2,705
-26% -$133K 0.54% 40
2014
Q3 		$442K Hold
10,283
– – 0.52% 41
2014
Q2 		$482K Sell
10,283
-2,162
-17% -$100K 0.47% 46
2014
Q1 		$579K Buy
12,445
+1,203
+11% +$51.8K 0.5% 48
2013
Q4 		$465K Buy
+11,242
New +$466K 0.45% 53

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