Evercore Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,242
| Closed | -$206K | – | 444 |
|
|
2020
Q4 | $206K | Buy |
+2,242
| New | +$218K | ﹤0.01% | 410 |
|
|
2020
Q2 | – | Sell |
-2,301
| Closed | -$203K | – | 384 |
|
|
2020
Q1 | $203K | Buy |
+2,301
| New | +$221K | 0.01% | 343 |
|
|
2019
Q4 | – | Sell |
-2,159
| Closed | -$205K | – | 407 |
|
|
2019
Q3 | $205K | Sell |
2,159
-554
| -20% | -$49.9K | 0.01% | 390 |
|
|
2019
Q2 | $226K | Sell |
2,713
-634
| -19% | -$50.8K | 0.01% | 383 |
|
|
2019
Q1 | $265K | Buy |
+3,347
| New | +$248K | 0.01% | 350 |
|
|
2018
Q1 | – | Sell |
-3,936
| Closed | -$262K | – | 796 |
|
|
2017
Q4 | $262K | Buy |
3,936
+1,500
| +62% | +$101K | 0.01% | 324 |
|
|
2017
Q3 | $153K | Buy |
2,436
+111
| +5% | +$7.08K | 0.01% | 397 |
|
|
2017
Q2 | $143K | Buy |
2,325
+200
| +9% | +$12.4K | 0.01% | 413 |
|
|
2017
Q1 | $129K | Sell |
2,125
-21
| -1% | -$1.24K | 0.01% | 433 |
|
|
2016
Q4 | $126K | Sell |
2,146
-78
| -4% | -$4.47K | 0.01% | 452 |
|
|
2016
Q3 | $133K | Hold |
2,224
| – | – | 0.01% | 440 |
|
|
2016
Q2 | $145K | Buy |
2,224
+200
| +10% | +$12K | 0.01% | 413 |
|
|
2016
Q1 | $122K | Sell |
2,024
-300
| -13% | -$16.8K | 0.01% | 423 |
|
|
2015
Q4 | $119K | Buy |
2,324
+299
| +15% | +$15.3K | 0.01% | 459 |
|
|
2015
Q3 | $106K | Sell |
2,025
-100
| -5% | -$4.86K | 0.01% | 475 |
|
|
2015
Q2 | $95K | Hold |
2,125
| – | – | ﹤0.01% | 529 |
|
|
2015
Q1 | $105K | Hold |
2,125
| – | – | ﹤0.01% | 519 |
|
|
2014
Q4 | $111K | Hold |
2,125
| – | – | 0.01% | 453 |
|
|
2014
Q3 | $92K | Hold |
2,125
| – | – | ﹤0.01% | 524 |
|
|
2014
Q2 | $99K | Sell |
2,125
-600
| -22% | -$27.9K | 0.01% | 514 |
|
|
2014
Q1 | $126K | Buy |
2,725
+950
| +54% | +$40.9K | 0.01% | 444 |
|
|
2013
Q4 | $74K | Sell |
1,775
-269
| -13% | -$11.2K | ﹤0.01% | 501 |
|
|
2013
Q3 | $82K | Sell |
2,044
-554
| -21% | -$23.1K | ﹤0.01% | 511 |
|
|
2013
Q2 | $106K | Buy |
+2,598
| New | +$110K | 0.01% | 485 |
|
Other funds holding WEC
MAM
PAMU
