Delta Asset 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 |
-89
| Closed | -$8K | – | 615 |
|
|
2020
Q2 | $8K | Sell |
89
-75
| -46% | -$6.74K | ﹤0.01% | 447 |
|
|
2020
Q1 | $14K | Sell |
164
-42
| -20% | -$3.59K | ﹤0.01% | 356 |
|
|
2019
Q4 | $19K | Buy |
206
+16
| +8% | +$1.48K | ﹤0.01% | 353 |
|
|
2019
Q3 | $18K | Buy |
+190
| New | +$18K | ﹤0.01% | 351 |
|
|
2016
Q1 | – | Sell |
-225
| Closed | -$12K | – | 623 |
|
|
2015
Q4 | $12K | Hold |
225
| – | – | ﹤0.01% | 390 |
|
|
2015
Q3 | $12K | Hold |
225
| – | – | ﹤0.01% | 388 |
|
|
2015
Q2 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 423 |
|