Genovese Burford & Brothers Wealth & Retirement Plan Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-51
| Closed | -$3K | – | 372 |
|
|
2018
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 395 |
|
|
2018
Q1 | $3K | Buy |
51
+1
| +2% | +$59 | ﹤0.01% | 398 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | 0.01% | 217 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 365 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 351 |
|
|
2017
Q1 | $4K | Sell |
50
-64
| -56% | -$5.12K | ﹤0.01% | 372 |
|
|
2016
Q4 | $7K | Buy |
114
+50
| +78% | +$3.07K | ﹤0.01% | 362 |
|
|
2016
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 381 |
|
|
2016
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 335 |
|