Brinker Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $329K | Buy |
3,750
+691
| +23% | +$60.6K | 0.01% | 798 |
|
|
2020
Q1 | $270K | Buy |
3,059
+717
| +31% | +$63.3K | 0.01% | 799 |
|
|
2019
Q4 | $216K | Buy |
+2,342
| New | +$216K | 0.01% | 920 |
|
|
2019
Q3 | – | Sell |
-3,287
| Closed | -$274K | – | 984 |
|
|
2019
Q2 | $274K | Buy |
3,287
+146
| +5% | +$12.2K | 0.01% | 837 |
|
|
2019
Q1 | $248K | Sell |
3,141
-2,872
| -48% | -$227K | 0.01% | 845 |
|
|
2018
Q4 | $416K | Sell |
6,013
-815
| -12% | -$56.4K | 0.02% | 651 |
|
|
2018
Q3 | $456K | Buy |
6,828
+2,286
| +50% | +$153K | 0.02% | 752 |
|
|
2018
Q2 | $294K | Buy |
+4,542
| New | +$294K | 0.01% | 866 |
|