Carroll Financial Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $184K | Buy |
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|
2020
Q4 | $176K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $168K | Buy |
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|
2020
Q1 | $166K | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $195K | Buy |
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|
2019
Q1 | $175K | Buy |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $45K | Buy |
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|
2018
Q2 | $42K | Hold |
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|
2018
Q1 | $41K | Hold |
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|
2017
Q4 | $43K | Sell |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $41K | Sell |
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|
2016
Q3 | $48K | Buy |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $42K | Hold |
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|
2015
Q4 | $36K | Hold |
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|
2015
Q3 | $37K | Hold |
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|
2015
Q2 | $32K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $13K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $11K | Buy |
|