DPA
Delphi Private Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,976
| Closed | -$120K | – | 116 |
|
|
2017
Q2 | $120K | Buy |
1,976
+1,276
| +182% | +$77.5K | 0.24% | 19 |
|
|
2017
Q1 | $42K | Hold |
700
| – | – | 0.08% | 39 |
|
|
2016
Q4 | $41K | Hold |
700
| – | – | 0.07% | 53 |
|
|
2016
Q3 | $42K | Sell |
700
-533
| -43% | -$32K | 0.07% | 40 |
|
|
2016
Q2 | $81K | Sell |
1,233
-43
| -3% | -$2.83K | 0.15% | 30 |
|
|
2016
Q1 | $77K | Hold |
1,276
| – | – | 0.14% | 34 |
|
|
2015
Q4 | $65K | Buy |
+1,276
| New | +$65K | 0.11% | 42 |
|