Investment Centers of America’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,313
| Closed | -$264K | – | 628 |
|
|
2017
Q2 | $264K | Sell |
4,313
-2,445
| -36% | -$150K | 0.02% | 480 |
|
|
2017
Q1 | $410K | Buy |
6,758
+1,291
| +24% | +$78.3K | 0.03% | 399 |
|
|
2016
Q4 | $320K | Buy |
5,467
+1,116
| +26% | +$65.3K | 0.03% | 420 |
|
|
2016
Q3 | $261K | Buy |
4,351
+737
| +20% | +$44.2K | 0.03% | 417 |
|
|
2016
Q2 | $236K | Sell |
3,614
-1,104
| -23% | -$72.1K | 0.03% | 415 |
|
|
2016
Q1 | $284K | Buy |
+4,718
| New | +$284K | 0.03% | 371 |
|