Capital Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-97
| Closed | -$8K | – | 743 |
|
|
2019
Q1 | $8K | Buy |
+97
| New | +$8K | ﹤0.01% | 554 |
|
|
2018
Q2 | – | Sell |
-180
| Closed | -$11K | – | 730 |
|
|
2018
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $12K | Hold |
180
| – | – | ﹤0.01% | 546 |
|
|
2017
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 508 |
|
|
2017
Q2 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 467 |
|