Constellation Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $428K | Buy |
7,131
+200
| +3% | +$12K | 0.08% | 267 |
|
2015
Q4 | $356K | Buy |
6,931
+100
| +1% | +$5.14K | 0.07% | 299 |
|
2015
Q3 | $357K | Buy |
6,831
+100
| +1% | +$5.23K | 0.07% | 286 |
|
2015
Q2 | $303K | Buy |
6,731
+1,931
| +40% | +$86.9K | 0.06% | 339 |
|
2015
Q1 | $238K | Buy |
4,800
+200
| +4% | +$9.92K | 0.05% | 387 |
|
2014
Q4 | $243K | Buy |
+4,600
| New | +$243K | 0.05% | 371 |
|
2014
Q3 | – | Sell |
-4,300
| Closed | -$202K | – | 404 |
|
2014
Q2 | $202K | Buy |
+4,300
| New | +$202K | 0.05% | 393 |
|