Bellecapital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,291
| Closed | -$579K | – | 55 |
|
|
2015
Q4 | $579K | Buy |
11,291
+1,936
| +21% | +$99.3K | 0.74% | 31 |
|
|
2015
Q3 | $489K | Buy |
9,355
+175
| +2% | +$9.15K | 0.72% | 31 |
|
|
2015
Q2 | $413K | Sell |
9,180
-1,978
| -18% | -$89K | 0.53% | 36 |
|
|
2015
Q1 | $552K | Buy |
11,158
+3,580
| +47% | +$177K | 0.74% | 35 |
|
|
2014
Q4 | $400K | Sell |
7,578
-2,705
| -26% | -$143K | 0.54% | 40 |
|
|
2014
Q3 | $442K | Hold |
10,283
| – | – | 0.52% | 41 |
|
|
2014
Q2 | $482K | Sell |
10,283
-2,162
| -17% | -$101K | 0.47% | 46 |
|
|
2014
Q1 | $579K | Buy |
12,445
+1,203
| +11% | +$56K | 0.5% | 48 |
|
|
2013
Q4 | $465K | Buy |
+11,242
| New | +$465K | 0.45% | 53 |
|