HL Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.01M | Sell |
12,807
-807
| -6% | -$63.8K | 0.02% | 371 |
|
|
2018
Q4 | $943K | Buy |
13,614
+249
| +2% | +$17.2K | 0.02% | 371 |
|
|
2018
Q3 | $892K | Buy |
13,365
+808
| +6% | +$53.9K | 0.01% | 401 |
|
|
2018
Q2 | $812K | Sell |
12,557
-516
| -4% | -$33.4K | 0.01% | 403 |
|
|
2018
Q1 | $820K | Buy |
13,073
+268
| +2% | +$16.8K | 0.01% | 394 |
|
|
2017
Q4 | $851K | Sell |
12,805
-698
| -5% | -$46.4K | 0.02% | 335 |
|
|
2017
Q3 | $848K | Buy |
13,503
+939
| +7% | +$59K | 0.02% | 386 |
|
|
2017
Q2 | $771K | Buy |
12,564
+1,676
| +15% | +$103K | 0.02% | 389 |
|
|
2017
Q1 | $660K | Sell |
10,888
-1,998
| -16% | -$121K | 0.01% | 402 |
|
|
2016
Q4 | $756K | Sell |
12,886
-1,603
| -11% | -$94K | 0.02% | 373 |
|
|
2016
Q3 | $868K | Buy |
14,489
+706
| +5% | +$42.3K | 0.02% | 337 |
|
|
2016
Q2 | $900K | Buy |
13,783
+2,434
| +21% | +$159K | 0.02% | 340 |
|
|
2016
Q1 | $682K | Buy |
11,349
+1,731
| +18% | +$104K | 0.02% | 369 |
|
|
2015
Q4 | $494K | Buy |
9,618
+260
| +3% | +$13.4K | 0.01% | 443 |
|
|
2015
Q3 | $489K | Sell |
9,358
-837
| -8% | -$43.7K | 0.01% | 427 |
|
|
2015
Q2 | $458K | Buy |
10,195
+5,962
| +141% | +$268K | 0.01% | 471 |
|
|
2015
Q1 | $210K | Sell |
4,233
-41
| -1% | -$2.03K | 0.01% | 645 |
|
|
2014
Q4 | $225K | Buy |
+4,274
| New | +$225K | 0.01% | 627 |
|