FDO Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-55,898
| Closed | -$3.43M | – | 314 |
|
|
2017
Q2 | $3.43M | Buy |
55,898
+49,657
| +796% | +$3.05M | 0.73% | 35 |
|
|
2017
Q1 | $378K | Buy |
6,241
+318
| +5% | +$19.3K | 0.09% | 185 |
|
|
2016
Q4 | $347K | Buy |
+5,923
| New | +$347K | 0.14% | 177 |
|
|
2016
Q2 | – | Sell |
-5,035
| Closed | -$302K | – | 288 |
|
|
2016
Q1 | $302K | Sell |
5,035
-3,166
| -39% | -$190K | 0.2% | 177 |
|
|
2015
Q4 | $421K | Buy |
+8,201
| New | +$421K | 0.24% | 167 |
|