Kavar Capital Partners Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,708
| Closed | -$239K | – | 129 |
|
|
2020
Q1 | $239K | Hold |
2,708
| – | – | 0.11% | 102 |
|
|
2019
Q4 | $250K | Hold |
2,708
| – | – | 0.09% | 115 |
|
|
2019
Q3 | $258K | Hold |
2,708
| – | – | 0.1% | 116 |
|
|
2019
Q2 | $226K | Hold |
2,708
| – | – | 0.09% | 116 |
|
|
2019
Q1 | $214K | Buy |
+2,708
| New | +$214K | 0.1% | 121 |
|