Integrated Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $297K | Buy |
4,895
+533
| +12% | +$32.3K | 0.1% | 184 |
|
|
2016
Q4 | $256K | Buy |
4,362
+12
| +0.3% | +$704 | 0.1% | 193 |
|
|
2016
Q3 | $260K | Buy |
4,350
+12
| +0.3% | +$717 | 0.09% | 181 |
|
|
2016
Q2 | $283K | Buy |
4,338
+11
| +0.3% | +$718 | 0.11% | 167 |
|
|
2016
Q1 | $260K | Buy |
4,327
+12
| +0.3% | +$721 | 0.11% | 155 |
|
|
2015
Q4 | $221K | Buy |
+4,315
| New | +$221K | 0.1% | 172 |
|
|
2015
Q3 | – | Sell |
-4,487
| Closed | -$202K | – | 1394 |
|
|
2015
Q2 | $202K | Sell |
4,487
-31
| -0.7% | -$1.4K | 0.08% | 192 |
|
|
2015
Q1 | $223K | Buy |
+4,518
| New | +$223K | 0.09% | 167 |
|