Capital Guardian Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-180
| Closed | -$11K | – | 549 |
|
2017
Q1 | $11K | Sell |
180
-440
| -71% | -$26.9K | ﹤0.01% | 535 |
|
2016
Q4 | $36K | Buy |
620
+440
| +244% | +$25.5K | ﹤0.01% | 480 |
|
2016
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 568 |
|
2016
Q2 | $12K | Hold |
180
| – | – | ﹤0.01% | 544 |
|
2016
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 590 |
|
2015
Q4 | $9K | Hold |
180
| – | – | ﹤0.01% | 591 |
|
2015
Q3 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 593 |
|
2014
Q4 | – | Sell |
-386
| Closed | -$17K | – | 627 |
|
2014
Q3 | $17K | Buy |
+386
| New | +$17K | ﹤0.01% | 469 |
|