Guardian Investor Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $77K | Hold |
1,557
| – | – | 0.06% | 355 |
|
|
2014
Q4 | $82K | Sell |
1,557
-42
| -3% | -$2.21K | 0.07% | 332 |
|
|
2014
Q3 | $69K | Sell |
1,599
-82
| -5% | -$3.54K | 0.06% | 373 |
|
|
2014
Q2 | $79K | Sell |
1,681
-66
| -4% | -$3.1K | 0.06% | 356 |
|
|
2014
Q1 | $81K | Sell |
1,747
-86
| -5% | -$3.99K | 0.06% | 353 |
|
|
2013
Q4 | $76K | Hold |
1,833
| – | – | 0.06% | 359 |
|
|
2013
Q3 | $74K | Sell |
1,833
-28
| -2% | -$1.13K | 0.06% | 351 |
|
|
2013
Q2 | $76K | Buy |
+1,861
| New | +$76K | 0.07% | 342 |
|