Index Management Solutions’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$60K Sell
1,157
-74
-6% -$3.84K 0.06% 130
2015
Q2
$55K Buy
1,231
+516
+72% +$23.1K 0.05% 209
2015
Q1
$35K Sell
715
-245
-26% -$12K 0.03% 215
2014
Q4
$51K Sell
960
-825
-46% -$43.8K 0.01% 362
2014
Q3
$77K Buy
1,785
+404
+29% +$17.4K 0.01% 773
2014
Q2
$65K Buy
1,381
+156
+13% +$7.34K 0.01% 771
2014
Q1
$57K Sell
1,225
-635
-34% -$29.5K 0.01% 749
2013
Q4
$77K Buy
1,860
+304
+20% +$12.6K 0.02% 309
2013
Q3
$63K Buy
+1,556
New +$63K 0.02% 339