Caldwell & Orkin’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $293K | Buy |
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $301K | Hold |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $351K | Hold |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $305K | Hold |
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|
2015
Q2 | $262K | Sell |
|
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|
2015
Q1 | $315K | Hold |
|
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|
2014
Q4 | $335K | Hold |
|
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|
2014
Q3 | $273K | Hold |
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|
2014
Q2 | $298K | Hold |
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|
2014
Q1 | $296K | Hold |
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|
2013
Q4 | $263K | Hold |
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|
2013
Q3 | $257K | Hold |
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|
2013
Q2 | $261K | Buy |
|