Institutional & Family Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19
| Closed | -$2K | – | 976 |
|
|
2021
Q2 | $2K | Sell |
19
-25
| -57% | -$2.63K | ﹤0.01% | 846 |
|
|
2021
Q1 | $4K | Sell |
44
-18
| -29% | -$1.64K | ﹤0.01% | 734 |
|
|
2020
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 626 |
|
|
2020
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $5K | Buy |
62
+18
| +41% | +$1.45K | ﹤0.01% | 585 |
|
|
2020
Q1 | $4K | Sell |
44
-111
| -72% | -$10.1K | ﹤0.01% | 572 |
|
|
2019
Q4 | $14K | Sell |
155
-197
| -56% | -$17.8K | ﹤0.01% | 474 |
|
|
2019
Q3 | $33K | Sell |
352
-58
| -14% | -$5.44K | 0.01% | 340 |
|
|
2019
Q2 | $34K | Hold |
410
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $32K | Sell |
410
-864
| -68% | -$67.4K | 0.01% | 373 |
|
|
2018
Q4 | $88K | Buy |
1,274
+1,164
| +1,058% | +$80.4K | 0.02% | 242 |
|
|
2018
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 581 |
|
|
2018
Q1 | $7K | Buy |
+110
| New | +$7K | ﹤0.01% | 561 |
|