KWMG LLC’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 | – | Sell |
-3,957
| Closed | -$237K | – | 146 |
|
|
2016
Q3 | $237K | Sell |
3,957
-125
| -3% | -$7.49K | 0.12% | 127 |
|
|
2016
Q2 | $267K | Hold |
4,082
| – | – | 0.14% | 126 |
|
|
2016
Q1 | $245K | Hold |
4,082
| – | – | 0.14% | 124 |
|
|
2015
Q4 | $209K | Sell |
4,082
-23
| -0.6% | -$1.18K | 0.14% | 131 |
|
|
2015
Q3 | $214K | Buy |
+4,105
| New | +$214K | 0.16% | 124 |
|
|
2015
Q1 | – | Sell |
-4,105
| Closed | -$216K | – | 125 |
|
|
2014
Q4 | $216K | Buy |
+4,105
| New | +$216K | 0.18% | 92 |
|