Kelly Lawrence W & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$182K | – | 198 |
|
|
2017
Q1 | $182K | Hold |
3,000
| – | – | 0.04% | 91 |
|
|
2016
Q4 | $176K | Hold |
3,000
| – | – | 0.04% | 93 |
|
|
2016
Q3 | $180K | Hold |
3,000
| – | – | 0.04% | 93 |
|
|
2016
Q2 | $196K | Hold |
3,000
| – | – | 0.05% | 92 |
|
|
2016
Q1 | $180K | Hold |
3,000
| – | – | 0.05% | 89 |
|
|
2015
Q4 | $154K | Hold |
3,000
| – | – | 0.03% | 96 |
|
|
2015
Q3 | $157K | Hold |
3,000
| – | – | 0.04% | 95 |
|
|
2015
Q2 | $135K | Hold |
3,000
| – | – | 0.03% | 98 |
|
|
2015
Q1 | $148K | Hold |
3,000
| – | – | 0.03% | 89 |
|
|
2014
Q4 | $158K | Buy |
+3,000
| New | +$158K | 0.03% | 92 |
|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$141K | – | 115 |
|
|
2014
Q2 | $141K | Hold |
3,000
| – | – | 0.03% | 93 |
|
|
2014
Q1 | $140K | Hold |
3,000
| – | – | 0.03% | 88 |
|
|
2013
Q4 | $124K | Buy |
+3,000
| New | +$124K | 0.03% | 92 |
|
|
2013
Q3 | – | Sell |
-3,000
| Closed | -$123K | – | 109 |
|
|
2013
Q2 | $123K | Buy |
+3,000
| New | +$123K | 0.03% | 86 |
|