BKS Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $258K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $205K | Hold |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $277K | Hold |
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|
2016
Q3 | $283K | Hold |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $284K | Hold |
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|
2015
Q4 | $243K | Hold |
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|
2015
Q3 | $247K | Hold |
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|
2015
Q2 | $213K | Hold |
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|
2015
Q1 | $234K | Buy |
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