Homrich & Berg’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $937K | Buy |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $858K | Buy |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $694K | Sell |
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|
2017
Q3 | $672K | Buy |
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|
2017
Q2 | $578K | Buy |
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|
2017
Q1 | $519K | Buy |
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|
2016
Q4 | $461K | Buy |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $422K | Buy |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $315K | Buy |
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|
2015
Q3 | $262K | Sell |
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|
2015
Q2 | $238K | Buy |
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