Hendley & Co’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 | – | Sell |
-26,795
| Closed | -$1.41M | – | 70 |
|
|
2014
Q4 | $1.41M | Sell |
26,795
-41,450
| -61% | -$2.19M | 0.92% | 47 |
|
|
2014
Q3 | $2.94M | Buy |
68,245
+2,770
| +4% | +$119K | 1.88% | 19 |
|
|
2014
Q2 | $3.07M | Buy |
65,475
+700
| +1% | +$32.8K | 1.98% | 18 |
|
|
2014
Q1 | $3.02M | Sell |
64,775
-575
| -0.9% | -$26.8K | 2.12% | 17 |
|
|
2013
Q4 | $2.7M | Buy |
+65,350
| New | +$2.7M | 1.91% | 23 |
|