Kore Private Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-969
| Closed | -$84K | – | 1079 |
|
|
2020
Q2 | $84K | Sell |
969
-316
| -25% | -$27.4K | 0.02% | 363 |
|
|
2020
Q1 | $113K | Buy |
1,285
+18
| +1% | +$1.58K | 0.03% | 296 |
|
|
2019
Q4 | $117K | Buy |
+1,267
| New | +$117K | 0.02% | 337 |
|
|
2019
Q2 | – | Sell |
-288
| Closed | -$23K | – | 788 |
|
|
2019
Q1 | $23K | Sell |
288
-1,590
| -85% | -$127K | 0.01% | 495 |
|
|
2018
Q4 | $130K | Buy |
+1,878
| New | +$130K | 0.04% | 257 |
|