Cognios Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-26,659
| Closed | -$1.78M | – | 158 |
|
|
2018
Q3 | $1.78M | Sell |
26,659
-15,108
| -36% | -$1.01M | 0.73% | 56 |
|
|
2018
Q2 | $2.7M | Buy |
41,767
+1,681
| +4% | +$109K | 0.94% | 25 |
|
|
2018
Q1 | $2.51M | Buy |
40,086
+35,871
| +851% | +$2.25M | 0.91% | 24 |
|
|
2017
Q4 | $280K | Buy |
4,215
+993
| +31% | +$66K | 0.11% | 150 |
|
|
2017
Q3 | $202K | Buy |
+3,222
| New | +$202K | 0.08% | 158 |
|