First Dallas Securities’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,000
| Closed | -$240K | – | 116 |
|
|
2016
Q3 | $240K | Hold |
4,000
| – | – | 0.18% | 91 |
|
|
2016
Q2 | $261K | Hold |
4,000
| – | – | 0.2% | 88 |
|
|
2016
Q1 | $240K | Hold |
4,000
| – | – | 0.19% | 86 |
|
|
2015
Q4 | $205K | Sell |
4,000
-1,640
| -29% | -$84.1K | 0.17% | 89 |
|
|
2015
Q3 | $295K | Hold |
5,640
| – | – | 0.24% | 71 |
|
|
2015
Q2 | $254K | Buy |
+5,640
| New | +$254K | 0.18% | 89 |
|