DC Investments 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
Q3 | – | Sell |
-4,265
| Closed | -$374K | – | 298 |
|
|
2020
Q2 | $374K | Sell |
4,265
-2,871
| -40% | -$252K | 0.14% | 110 |
|
|
2020
Q1 | $629K | Buy |
7,136
+606
| +9% | +$53.4K | 0.51% | 35 |
|
|
2019
Q4 | $602K | Sell |
6,530
-497
| -7% | -$45.8K | 0.46% | 48 |
|
|
2019
Q3 | $668K | Sell |
7,027
-688
| -9% | -$65.4K | 0.39% | 34 |
|
|
2019
Q2 | $643K | Sell |
7,715
-1,246
| -14% | -$104K | 0.36% | 54 |
|
|
2019
Q1 | $709K | Hold |
8,961
| – | – | 0.45% | 45 |
|
|
2018
Q4 | $621K | Buy |
8,961
+730
| +9% | +$50.6K | 0.51% | 43 |
|
|
2018
Q3 | $550K | Sell |
8,231
-147
| -2% | -$9.82K | 0.37% | 113 |
|
|
2018
Q2 | $542K | Sell |
8,378
-7,704
| -48% | -$498K | 0.34% | 140 |
|
|
2018
Q1 | $1.01M | Hold |
16,082
| – | – | 0.68% | 38 |
|
|
2017
Q4 | $1.07M | Buy |
+16,082
| New | +$1.07M | 0.44% | 35 |
|