Kanaly Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Buy |
176
+27
| +18% | +$1.53K | ﹤0.01% | 558 |
|
|
2016
Q3 | $9K | Sell |
149
-172
| -54% | -$10.4K | ﹤0.01% | 558 |
|
|
2016
Q2 | $21K | Hold |
321
| – | – | ﹤0.01% | 423 |
|
|
2016
Q1 | $19K | Hold |
321
| – | – | ﹤0.01% | 451 |
|
|
2015
Q4 | $16K | Sell |
321
-668
| -68% | -$33.3K | ﹤0.01% | 473 |
|
|
2015
Q3 | $52K | Buy |
+989
| New | +$52K | 0.01% | 281 |
|