Guardian Life Insurance’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-929
| Closed | -$86K | – | 460 |
|
2019
Q4 | $86K | Buy |
929
+10
| +1% | +$926 | 0.02% | 207 |
|
2019
Q3 | $87K | Buy |
919
+10
| +1% | +$947 | 0.01% | 215 |
|
2019
Q2 | $76K | Hold |
909
| – | – | 0.01% | 231 |
|
2019
Q1 | $72K | Buy |
909
+13
| +1% | +$1.03K | 0.01% | 233 |
|
2018
Q4 | $62K | Hold |
896
| – | – | 0.01% | 234 |
|
2018
Q3 | $60K | Buy |
896
+25
| +3% | +$1.67K | 0.01% | 263 |
|
2018
Q2 | $56K | Buy |
871
+145
| +20% | +$9.32K | 0.01% | 270 |
|
2018
Q1 | $46K | Sell |
726
-299
| -29% | -$18.9K | 0.01% | 271 |
|
2017
Q4 | $68K | Buy |
1,025
+310
| +43% | +$20.6K | 0.01% | 272 |
|
2017
Q3 | $45K | Buy |
715
+8
| +1% | +$503 | 0.01% | 273 |
|
2017
Q2 | $43K | Sell |
707
-510
| -42% | -$31K | 0.01% | 264 |
|
2017
Q1 | $74K | Buy |
1,217
+8
| +0.7% | +$486 | 0.01% | 264 |
|
2016
Q4 | $71K | Buy |
1,209
+26
| +2% | +$1.53K | 0.01% | 276 |
|
2016
Q3 | $71K | Hold |
1,183
| – | – | 0.01% | 301 |
|
2016
Q2 | $77K | Buy |
1,183
+15
| +1% | +$976 | 0.01% | 299 |
|
2016
Q1 | $70K | Sell |
1,168
-330
| -22% | -$19.8K | 0.01% | 311 |
|
2015
Q4 | $77K | Sell |
1,498
-345
| -19% | -$17.7K | 0.01% | 328 |
|
2015
Q3 | $96K | Buy |
1,843
+857
| +87% | +$44.6K | 0.01% | 316 |
|
2015
Q2 | $45K | Hold |
986
| – | – | ﹤0.01% | 441 |
|
2015
Q1 | $49K | Sell |
986
-290
| -23% | -$14.4K | ﹤0.01% | 432 |
|
2014
Q4 | $67K | Hold |
1,276
| – | – | 0.01% | 412 |
|
2014
Q3 | $55K | Hold |
1,276
| – | – | 0.01% | 447 |
|
2014
Q2 | $60K | Hold |
1,276
| – | – | 0.01% | 424 |
|
2014
Q1 | $59K | Sell |
1,276
-9
| -0.7% | -$416 | 0.01% | 431 |
|
2013
Q4 | $53K | Sell |
1,285
-1,470
| -53% | -$60.6K | ﹤0.01% | 447 |
|
2013
Q3 | $111K | Hold |
2,755
| – | – | 0.01% | 432 |
|
2013
Q2 | $113K | Buy |
+2,755
| New | +$113K | 0.01% | 421 |
|