James Investment Research’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-260
| Closed | -$16K | – | 858 |
|
|
2017
Q3 | $16K | Hold |
260
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $16K | Hold |
260
| – | – | ﹤0.01% | 677 |
|
|
2017
Q1 | $16K | Sell |
260
-1,038
| -80% | -$63.9K | ﹤0.01% | 608 |
|
|
2016
Q4 | $76K | Hold |
1,298
| – | – | ﹤0.01% | 380 |
|
|
2016
Q3 | $78K | Hold |
1,298
| – | – | ﹤0.01% | 372 |
|
|
2016
Q2 | $85K | Hold |
1,298
| – | – | ﹤0.01% | 334 |
|
|
2016
Q1 | $78K | Hold |
1,298
| – | – | ﹤0.01% | 319 |
|
|
2015
Q4 | $67K | Hold |
1,298
| – | – | ﹤0.01% | 335 |
|
|
2015
Q3 | $68K | Buy |
1,298
+475
| +58% | +$24.9K | ﹤0.01% | 327 |
|
|
2015
Q2 | $37K | Buy |
+823
| New | +$37K | ﹤0.01% | 383 |
|