CPA
Clear Perspective Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-19
| Closed | -$1K | – | 439 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 485 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 486 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 454 |
|
|
2017
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 461 |
|
|
2017
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 460 |
|
|
2017
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 404 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 403 |
|