Berman Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $80K | Buy |
915
+222
| +32% | +$19.4K | 0.01% | 509 |
|
|
2021
Q2 | $61K | Buy |
693
+52
| +8% | +$4.58K | 0.01% | 514 |
|
|
2021
Q1 | $60K | Sell |
641
-15
| -2% | -$1.4K | 0.01% | 422 |
|
|
2020
Q4 | $59K | Buy |
656
+35
| +6% | +$3.15K | 0.01% | 363 |
|
|
2020
Q3 | $59K | Sell |
621
-47
| -7% | -$4.47K | 0.02% | 311 |
|
|
2020
Q2 | $57K | Buy |
668
+85
| +15% | +$7.25K | 0.02% | 304 |
|
|
2020
Q1 | $50K | Buy |
583
+219
| +60% | +$18.8K | 0.02% | 296 |
|
|
2019
Q4 | $33K | Buy |
364
+2
| +0.6% | +$181 | 0.01% | 409 |
|
|
2019
Q3 | $34K | Sell |
362
-5
| -1% | -$470 | 0.01% | 375 |
|
|
2019
Q2 | $30K | Buy |
367
+82
| +29% | +$6.7K | 0.01% | 413 |
|
|
2019
Q1 | $22K | Buy |
285
+164
| +136% | +$12.7K | 0.01% | 437 |
|
|
2018
Q4 | $7K | Buy |
+121
| New | +$7K | ﹤0.01% | 611 |
|