Cooper Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,504
| Closed | -$307K | – | 217 |
|
|
2020
Q2 | $307K | Buy |
3,504
+509
| +17% | +$44.6K | 0.1% | 141 |
|
|
2020
Q1 | $264K | Buy |
2,995
+467
| +18% | +$41.2K | 0.11% | 116 |
|
|
2019
Q4 | $233K | Sell |
2,528
-170
| -6% | -$15.7K | 0.09% | 137 |
|
|
2019
Q3 | $257K | Buy |
2,698
+175
| +7% | +$16.7K | 0.12% | 115 |
|
|
2019
Q2 | $210K | Sell |
2,523
-10
| -0.4% | -$832 | 0.1% | 121 |
|
|
2019
Q1 | $200K | Buy |
+2,533
| New | +$200K | 0.11% | 107 |
|