Icon Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-15,600
| Closed | -$1.23M | – | 338 |
|
2019
Q1 | $1.23M | Buy |
+15,600
| New | +$1.23M | 0.12% | 171 |
|
2014
Q3 | – | Sell |
-23,200
| Closed | -$1.09M | – | 356 |
|
2014
Q2 | $1.09M | Sell |
23,200
-32,100
| -58% | -$1.51M | 0.07% | 206 |
|
2014
Q1 | $2.57M | Hold |
55,300
| – | – | 0.18% | 124 |
|
2013
Q4 | $2.29M | Hold |
55,300
| – | – | 0.17% | 122 |
|
2013
Q3 | $2.23M | Buy |
+55,300
| New | +$2.23M | 0.17% | 125 |
|