Bridges Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,562
| Closed | -$219K | – | 141 |
|
|
2017
Q2 | $219K | Sell |
3,562
-1,338
| -27% | -$82.3K | 0.05% | 141 |
|
|
2017
Q1 | $297K | Buy |
+4,900
| New | +$297K | 0.09% | 109 |
|
|
2016
Q2 | – | Sell |
-3,665
| Closed | -$220K | – | 145 |
|
|
2016
Q1 | $220K | Sell |
3,665
-2,438
| -40% | -$146K | 0.05% | 145 |
|
|
2015
Q4 | $274K | Hold |
6,103
| – | – | 0.05% | 125 |
|
|
2015
Q3 | $274K | Buy |
+6,103
| New | +$274K | 0.05% | 125 |
|