Boston Private Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $185K | Buy |
3,735
+235
| +7% | +$11.6K | 0.01% | 407 |
|
2014
Q4 | $185K | Hold |
3,500
| – | – | 0.01% | 411 |
|
2014
Q3 | $151K | Hold |
3,500
| – | – | 0.01% | 426 |
|
2014
Q2 | $164K | Hold |
3,500
| – | – | 0.01% | 417 |
|
2014
Q1 | $163K | Hold |
3,500
| – | – | 0.01% | 419 |
|
2013
Q4 | $145K | Hold |
3,500
| – | – | 0.01% | 439 |
|
2013
Q3 | $141K | Hold |
3,500
| – | – | 0.01% | 423 |
|
2013
Q2 | $143K | Buy |
+3,500
| New | +$143K | 0.01% | 412 |
|