Joel Isaacson & Co’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,799
| Closed | -$535K | – | 213 |
|
|
2019
Q4 | $535K | Hold |
5,799
| – | – | 0.07% | 124 |
|
|
2019
Q3 | $551K | Hold |
5,799
| – | – | 0.08% | 115 |
|
|
2019
Q2 | $483K | Sell |
5,799
-83
| -1% | -$6.91K | 0.07% | 128 |
|
|
2019
Q1 | $465K | Buy |
+5,882
| New | +$465K | 0.07% | 143 |
|
|
2017
Q1 | – | Sell |
-825
| Closed | -$48K | – | 532 |
|
|
2016
Q4 | $48K | Hold |
825
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $49K | Hold |
825
| – | – | 0.01% | 322 |
|
|
2016
Q2 | $54K | Hold |
825
| – | – | 0.01% | 316 |
|
|
2016
Q1 | $50K | Hold |
825
| – | – | 0.01% | 333 |
|
|
2015
Q4 | $42K | Buy |
825
+83
| +11% | +$4.23K | 0.01% | 354 |
|
|
2015
Q3 | $39K | Hold |
742
| – | – | 0.01% | 374 |
|
|
2015
Q2 | $33K | Buy |
742
+354
| +91% | +$15.7K | 0.01% | 425 |
|
|
2015
Q1 | $19K | Hold |
388
| – | – | ﹤0.01% | 505 |
|
|
2014
Q4 | $20K | Hold |
388
| – | – | 0.01% | 435 |
|
|
2014
Q3 | $17K | Hold |
388
| – | – | 0.01% | 438 |
|
|
2014
Q2 | $18K | Hold |
388
| – | – | 0.01% | 423 |
|
|
2014
Q1 | $18K | Hold |
388
| – | – | 0.01% | 426 |
|
|
2013
Q4 | $16K | Hold |
388
| – | – | 0.01% | 399 |
|
|
2013
Q3 | $16K | Hold |
388
| – | – | 0.01% | 378 |
|
|
2013
Q2 | $16K | Buy |
+388
| New | +$16K | 0.01% | 352 |
|