JOYN Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-905
| Closed | -$63K | – | 1405 |
|
|
2018
Q4 | $63K | Buy |
905
+63
| +7% | +$4.39K | 0.01% | 278 |
|
|
2018
Q3 | $56K | Buy |
842
+90
| +12% | +$5.99K | 0.01% | 366 |
|
|
2018
Q2 | $49K | Buy |
752
+612
| +437% | +$39.9K | 0.01% | 412 |
|
|
2018
Q1 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 790 |
|