Cordatus Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,973
| Closed | -$1.84M | – | 143 |
|
|
2019
Q4 | $1.84M | Sell |
19,973
-1,069
| -5% | -$98.6K | 0.92% | 43 |
|
|
2019
Q3 | $2M | Buy |
21,042
+12,004
| +133% | +$1.14M | 1.05% | 35 |
|
|
2019
Q2 | $753K | Buy |
9,038
+222
| +3% | +$18.5K | 0.44% | 73 |
|
|
2019
Q1 | $697K | Buy |
8,816
+641
| +8% | +$50.7K | 0.38% | 83 |
|
|
2018
Q4 | $566K | Buy |
+8,175
| New | +$566K | 0.4% | 63 |
|