Calton & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,101
| Closed | -$295K | – | 396 |
|
|
2019
Q3 | $295K | Buy |
3,101
+215
| +7% | +$20.5K | 0.07% | 246 |
|
|
2019
Q2 | $241K | Buy |
2,886
+306
| +12% | +$25.6K | 0.07% | 227 |
|
|
2019
Q1 | $204K | Buy |
+2,580
| New | +$204K | 0.06% | 242 |
|
|
2018
Q1 | – | Sell |
-2,753
| Closed | -$175K | – | 1274 |
|
|
2017
Q4 | $175K | Buy |
+2,753
| New | +$175K | 0.04% | 374 |
|