Harfst & Associates’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 |
-5,319
| Closed | -$318K | – | 76 |
|
|
2016
Q3 | $318K | Sell |
5,319
-456
| -8% | -$27.3K | 0.17% | 49 |
|
|
2016
Q2 | $377K | Sell |
5,775
-1,150
| -17% | -$75.1K | 0.15% | 82 |
|
|
2016
Q1 | $415K | Sell |
6,925
-252
| -4% | -$15.1K | 0.27% | 33 |
|
|
2015
Q4 | $368K | Hold |
7,177
| – | – | 0.15% | 76 |
|
|
2015
Q3 | $375K | Sell |
7,177
-220
| -3% | -$11.5K | 0.16% | 76 |
|
|
2015
Q2 | $333K | Buy |
+7,397
| New | +$333K | 0.19% | 36 |
|