BBA
Braun-Bostich & Associates’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-120
| Closed | -$11K | – | 344 |
|
|
2020
Q2 | $11K | Hold |
120
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $10K | Hold |
120
| – | – | 0.01% | 213 |
|
|
2019
Q4 | $11K | Buy |
+120
| New | +$11K | 0.01% | 238 |
|
|
2019
Q3 | – | Sell |
-667
| Closed | -$56K | – | 304 |
|
|
2019
Q2 | $56K | Sell |
667
-955
| -59% | -$80.2K | 0.06% | 183 |
|
|
2019
Q1 | $128K | Sell |
1,622
-279
| -15% | -$22K | 0.13% | 140 |
|
|
2018
Q4 | $132K | Hold |
1,901
| – | – | 0.14% | 118 |
|
|
2018
Q3 | $127K | Buy |
1,901
+137
| +8% | +$9.15K | 0.12% | 121 |
|
|
2018
Q2 | $114K | Buy |
1,764
+1,638
| +1,300% | +$106K | 0.11% | 123 |
|
|
2018
Q1 | $8K | Buy |
+126
| New | +$8K | 0.01% | 274 |
|