First Citizens Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,320
| Closed | -$208K | – | 434 |
|
|
2017
Q3 | $208K | Sell |
3,320
-578
| -15% | -$36.2K | 0.03% | 390 |
|
|
2017
Q2 | $239K | Sell |
3,898
-1,633
| -30% | -$100K | 0.03% | 387 |
|
|
2017
Q1 | $335K | Sell |
5,531
-8,414
| -60% | -$510K | 0.04% | 332 |
|
|
2016
Q4 | $818K | Sell |
13,945
-4,270
| -23% | -$250K | 0.09% | 176 |
|
|
2016
Q3 | $1.09M | Buy |
+18,215
| New | +$1.09M | 0.1% | 160 |
|
|
2013
Q4 | – | Sell |
-21,746
| Closed | -$878K | – | 800 |
|
|
2013
Q3 | $878K | Buy |
21,746
+237
| +1% | +$9.57K | 0.03% | 459 |
|
|
2013
Q2 | $882K | Buy |
+21,509
| New | +$882K | 0.04% | 432 |
|