DAM
Diamant Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,847
| Closed | -$271K | – | 72 |
|
|
2019
Q3 | $271K | Hold |
2,847
| – | – | 0.27% | 61 |
|
|
2019
Q2 | $237K | Hold |
2,847
| – | – | 0.23% | 65 |
|
|
2019
Q1 | $225K | Sell |
2,847
-451
| -14% | -$35.6K | 0.23% | 71 |
|
|
2018
Q4 | $228K | Hold |
3,298
| – | – | 0.26% | 71 |
|
|
2018
Q3 | $220K | Hold |
3,298
| – | – | 0.2% | 79 |
|
|
2018
Q2 | $213K | Hold |
3,298
| – | – | 0.21% | 78 |
|
|
2018
Q1 | $207K | Sell |
3,298
-676
| -17% | -$42.4K | 0.2% | 78 |
|
|
2017
Q4 | $264 | Buy |
+3,974
| New | +$264 | 0.04% | 68 |
|