Integrated Wealth Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $48K | Buy |
812
+260
| +47% | +$15.4K | 0.1% | 74 |
|
|
2016
Q3 | $33K | Hold |
552
| – | – | 0.07% | 82 |
|
|
2016
Q2 | $36K | Hold |
552
| – | – | 0.08% | 51 |
|
|
2016
Q1 | $33K | Hold |
552
| – | – | 0.08% | 52 |
|
|
2015
Q4 | $28K | Sell |
552
-482
| -47% | -$24.4K | 0.04% | 53 |
|
|
2015
Q3 | $54K | Hold |
1,034
| – | – | 0.09% | 46 |
|
|
2015
Q2 | $47K | Buy |
+1,034
| New | +$47K | 0.07% | 52 |
|