Gideon Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $907K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.67M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.85M | Buy |
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|
2016
Q2 | $2.95M | Buy |
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|
2016
Q1 | $515K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.14M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.92M | Buy |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $748K | Buy |
|