Edmond de Rothschild Holding’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,650
| Closed | -$165K | – | 875 |
|
|
2022
Q1 | $165K | Buy |
1,650
+440
| +36% | +$44K | ﹤0.01% | 525 |
|
|
2021
Q4 | $117K | Hold |
1,210
| – | – | ﹤0.01% | 609 |
|
|
2021
Q3 | $107K | Buy |
+1,210
| New | +$107K | ﹤0.01% | 618 |
|
|
2018
Q3 | – | Sell |
-3,035
| Closed | -$196K | – | 760 |
|
|
2018
Q2 | $196K | Buy |
3,035
+656
| +28% | +$42.4K | 0.01% | 474 |
|
|
2018
Q1 | $149K | Sell |
2,379
-850
| -26% | -$53.2K | ﹤0.01% | 500 |
|
|
2017
Q4 | $215K | Hold |
3,229
| – | – | 0.01% | 467 |
|
|
2017
Q3 | $203K | Buy |
+3,229
| New | +$203K | 0.01% | 484 |
|