Financial Architects (New Jersey)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-775
| Closed | -$68K | – | 769 |
|
|
2020
Q2 | $68K | Hold |
775
| – | – | 0.02% | 376 |
|
|
2020
Q1 | $68K | Buy |
775
+149
| +24% | +$14.3K | 0.02% | 348 |
|
|
2019
Q4 | $58K | Hold |
626
| – | – | 0.01% | 408 |
|
|
2019
Q3 | $60K | Hold |
626
| – | – | 0.01% | 405 |
|
|
2019
Q2 | $52K | Sell |
626
-1,719
| -73% | -$138K | 0.01% | 507 |
|
|
2019
Q1 | $186K | Buy |
2,345
+53
| +2% | +$3.93K | 0.03% | 306 |
|
|
2018
Q4 | $158K | Sell |
2,292
-6
| -0.3% | -$421 | 0.03% | 300 |
|
|
2018
Q3 | $154K | Sell |
2,298
-17
| -0.7% | -$1.13K | 0.03% | 361 |
|
|
2018
Q2 | $149K | Buy |
2,315
+23
| +1% | +$1.43K | 0.03% | 326 |
|
|
2018
Q1 | $143K | Buy |
2,292
+9
| +0.4% | +$558 | 0.03% | 369 |
|
|
2017
Q4 | $152K | Sell |
2,283
-45
| -2% | -$3.02K | 0.03% | 391 |
|
|
2017
Q3 | $146K | Buy |
2,328
+4
| +0.2% | +$255 | 0.03% | 414 |
|
|
2017
Q2 | $142K | Buy |
2,324
+161
| +7% | +$9.95K | 0.03% | 399 |
|
|
2017
Q1 | $131K | Sell |
2,163
-56
| -3% | -$3.3K | 0.02% | 402 |
|
|
2016
Q4 | $130K | Buy |
2,219
+280
| +14% | +$16.1K | 0.03% | 333 |
|
|
2016
Q3 | $116K | Sell |
1,939
-191
| -9% | -$11.9K | 0.03% | 363 |
|
|
2016
Q2 | $139K | Buy |
2,130
+1,504
| +240% | +$90.5K | 0.04% | 313 |
|
|
2016
Q1 | $38K | Buy |
+626
| New | +$35K | 0.01% | 446 |
|
|
2015
Q3 | – | Sell |
-626
| Closed | -$28K | – | 921 |
|
|
2015
Q2 | $28K | Buy |
626
+416
| +198% | +$20K | 0.01% | 561 |
|
|
2015
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 725 |
|
|
2014
Q4 | $11K | Buy |
+210
| New | +$10.3K | ﹤0.01% | 652 |
|
Other funds holding WEC
MAM
