JMFC
J.M. Forbes & Co’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-105,451
| Closed | -$7.01M | – | 111 |
|
|
2017
Q4 | $7.01M | Buy |
105,451
+1,580
| +2% | +$105K | 1.62% | 35 |
|
|
2017
Q3 | $6.52M | Sell |
103,871
-1,587
| -2% | -$99.6K | 1.63% | 34 |
|
|
2017
Q2 | $6.47M | Sell |
105,458
-434
| -0.4% | -$26.6K | 1.65% | 32 |
|
|
2017
Q1 | $6.42M | Sell |
105,892
-659
| -0.6% | -$40K | 1.68% | 31 |
|
|
2016
Q4 | $6.25M | Buy |
106,551
+345
| +0.3% | +$20.2K | 1.72% | 29 |
|
|
2016
Q3 | $6.36M | Sell |
106,206
-950
| -0.9% | -$56.9K | 1.74% | 28 |
|
|
2016
Q2 | $7M | Buy |
107,156
+2,392
| +2% | +$156K | 1.94% | 23 |
|
|
2016
Q1 | $6.29M | Buy |
+104,764
| New | +$6.29M | 1.8% | 33 |
|