Kings Point Capital Management’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 |
-491
| Closed | -$45K | – | 497 |
|
|
2019
Q4 | $45K | Hold |
491
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $47K | Hold |
491
| – | – | 0.01% | 300 |
|
|
2019
Q2 | $41K | Hold |
491
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $39K | Hold |
491
| – | – | 0.01% | 256 |
|
|
2018
Q4 | $34K | Buy |
+491
| New | +$34K | 0.01% | 261 |
|