CrestPoint Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,000
| Closed | -$788K | – | 238 |
|
|
2017
Q1 | $788K | Hold |
13,000
| – | – | 0.38% | 96 |
|
|
2016
Q4 | $762K | Hold |
13,000
| – | – | 0.38% | 92 |
|
|
2016
Q3 | $778K | Buy |
13,000
+400
| +3% | +$23.9K | 0.4% | 87 |
|
|
2016
Q2 | $823K | Sell |
12,600
-100
| -0.8% | -$6.53K | 0.44% | 86 |
|
|
2016
Q1 | $763K | Buy |
+12,700
| New | +$763K | 0.41% | 94 |
|