Ferris Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-156
| Closed | -$12K | – | 615 |
|
|
2019
Q1 | $12K | Hold |
156
| – | – | ﹤0.01% | 443 |
|
|
2018
Q4 | $11K | Sell |
156
-174
| -53% | -$12.3K | ﹤0.01% | 430 |
|
|
2018
Q3 | $22K | Hold |
330
| – | – | 0.01% | 362 |
|
|
2018
Q2 | $21K | Hold |
330
| – | – | 0.01% | 364 |
|
|
2018
Q1 | $21K | Buy |
+330
| New | +$21K | 0.01% | 397 |
|
|
2017
Q3 | – | Sell |
-309
| Closed | -$19K | – | 566 |
|
|
2017
Q2 | $19K | Buy |
+309
| New | +$19K | 0.01% | 372 |
|