HCC
Hirtle Callaghan & Co’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,600
| Closed | -$1.36M | – | 136 |
|
|
2018
Q4 | $1.36M | Hold |
19,600
| – | – | 0.12% | 32 |
|
|
2018
Q3 | $1.31M | Hold |
19,600
| – | – | 0.12% | 34 |
|
|
2018
Q2 | $1.27M | Hold |
19,600
| – | – | 0.12% | 32 |
|
|
2018
Q1 | $1.23M | Hold |
19,600
| – | – | 0.11% | 32 |
|
|
2017
Q4 | $1.3M | Hold |
19,600
| – | – | 0.12% | 29 |
|
|
2017
Q3 | $1.23M | Buy |
+19,600
| New | +$1.23M | 0.12% | 29 |
|
|
2016
Q4 | – | Sell |
-19,600
| Closed | -$1.17M | – | 206 |
|
|
2016
Q3 | $1.17M | Hold |
19,600
| – | – | 0.24% | 25 |
|
|
2016
Q2 | $1.28M | Hold |
19,600
| – | – | 0.24% | 24 |
|
|
2016
Q1 | $1.18M | Buy |
+19,600
| New | +$1.18M | 0.22% | 25 |
|
|
2014
Q4 | – | Sell |
-19,600
| Closed | -$843K | – | 612 |
|
|
2014
Q3 | $843K | Hold |
19,600
| – | – | 0.14% | 76 |
|
|
2014
Q2 | $920K | Hold |
19,600
| – | – | 0.13% | 102 |
|
|
2014
Q1 | $912K | Hold |
19,600
| – | – | 0.15% | 88 |
|
|
2013
Q4 | $810K | Hold |
19,600
| – | – | 0.11% | 98 |
|
|
2013
Q3 | $791K | Buy |
+19,600
| New | +$791K | 0.13% | 95 |
|