Chemical Bank’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 | $555K | Hold |
6,658
| – | – | 0.06% | 239 |
|
|
2019
Q1 | $527K | Sell |
6,658
-120
| -2% | -$9.5K | 0.06% | 243 |
|
|
2018
Q4 | $469K | Hold |
6,778
| – | – | 0.06% | 245 |
|
|
2018
Q3 | $452K | Sell |
6,778
-48
| -0.7% | -$3.2K | 0.05% | 266 |
|
|
2018
Q2 | $441K | Sell |
6,826
-3,676
| -35% | -$237K | 0.05% | 267 |
|
|
2018
Q1 | $658K | Hold |
10,502
| – | – | 0.07% | 216 |
|
|
2017
Q4 | $698K | Buy |
10,502
+1,920
| +22% | +$128K | 0.08% | 210 |
|
|
2017
Q3 | $539K | Sell |
8,582
-2,710
| -24% | -$170K | 0.06% | 238 |
|
|
2017
Q2 | $693K | Hold |
11,292
| – | – | 0.08% | 210 |
|
|
2017
Q1 | $685K | Sell |
11,292
-6,337
| -36% | -$384K | 0.08% | 204 |
|
|
2016
Q4 | $1.03M | Buy |
17,629
+8,693
| +97% | +$510K | 0.12% | 165 |
|
|
2016
Q3 | $535K | Sell |
8,936
-100
| -1% | -$5.99K | 0.07% | 204 |
|
|
2016
Q2 | $590K | Sell |
9,036
-564
| -6% | -$36.8K | 0.08% | 195 |
|
|
2016
Q1 | $577K | Hold |
9,600
| – | – | 0.08% | 194 |
|
|
2015
Q4 | $493K | Sell |
9,600
-446
| -4% | -$22.9K | 0.07% | 211 |
|
|
2015
Q3 | $525K | Buy |
+10,046
| New | +$525K | 0.08% | 203 |
|