CT Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $56.3K | Hold |
929
| – | – | 0.03% | 261 |
|
|
2016
Q4 | $54.5K | Hold |
929
| – | – | 0.03% | 259 |
|
|
2016
Q3 | $55.6K | Hold |
929
| – | – | 0.03% | 254 |
|
|
2016
Q2 | $60.7K | Hold |
929
| – | – | 0.04% | 247 |
|
|
2016
Q1 | $55.8K | Hold |
929
| – | – | 0.03% | 279 |
|
|
2015
Q4 | $47.7K | Hold |
929
| – | – | 0.03% | 304 |
|
|
2015
Q3 | $48.5K | Hold |
929
| – | – | 0.03% | 297 |
|
|
2015
Q2 | $41.8K | Buy |
+929
| New | +$41.8K | 0.02% | 319 |
|