Ladenburg Thalmann Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.64M | Buy |
83,847
+2,881
| +4% | +$263K | 0.05% | 367 |
|
|
2019
Q3 | $7.7M | Buy |
80,966
+3,945
| +5% | +$375K | 0.05% | 340 |
|
|
2019
Q2 | $6.42M | Sell |
77,021
-5,079
| -6% | -$423K | 0.05% | 388 |
|
|
2019
Q1 | $6.47M | Sell |
82,100
-4,996
| -6% | -$394K | 0.05% | 366 |
|
|
2018
Q4 | $6.01M | Buy |
87,096
+24,404
| +39% | +$1.68M | 0.05% | 320 |
|
|
2018
Q3 | $4.18M | Sell |
62,692
-1,372
| -2% | -$91.5K | 0.04% | 443 |
|
|
2018
Q2 | $4.01M | Hold |
64,064
| – | – | 0.04% | 425 |
|
|
2018
Q1 | $4.01M | Sell |
64,064
-8,654
| -12% | -$542K | 0.04% | 425 |
|
|
2017
Q4 | $4.83M | Buy |
72,718
+10,262
| +16% | +$681K | 0.05% | 357 |
|
|
2017
Q3 | $3.92M | Sell |
62,456
-8,052
| -11% | -$506K | 0.04% | 376 |
|
|
2017
Q2 | $4.33M | Sell |
70,508
-2,061
| -3% | -$127K | 0.05% | 328 |
|
|
2017
Q1 | $4.4M | Buy |
72,569
+1,405
| +2% | +$85.2K | 0.06% | 309 |
|
|
2016
Q4 | $4.18M | Buy |
71,164
+3,466
| +5% | +$204K | 0.06% | 299 |
|
|
2016
Q3 | $4.04M | Buy |
67,698
+1,526
| +2% | +$91.2K | 0.06% | 288 |
|
|
2016
Q2 | $4.32M | Buy |
66,172
+11,008
| +20% | +$718K | 0.07% | 252 |
|
|
2016
Q1 | $3.31M | Sell |
55,164
-1,715
| -3% | -$103K | 0.06% | 301 |
|
|
2015
Q4 | $2.92M | Buy |
56,879
+6,978
| +14% | +$358K | 0.05% | 317 |
|
|
2015
Q3 | $2.6M | Sell |
49,901
-182
| -0.4% | -$9.48K | 0.05% | 316 |
|
|
2015
Q2 | $2.26M | Buy |
50,083
+15,720
| +46% | +$708K | 0.04% | 395 |
|
|
2015
Q1 | $1.7M | Buy |
34,363
+12,260
| +55% | +$608K | 0.03% | 461 |
|
|
2014
Q4 | $1.17M | Buy |
22,103
+12,499
| +130% | +$659K | 0.03% | 537 |
|
|
2014
Q3 | $413K | Buy |
9,604
+200
| +2% | +$8.6K | 0.01% | 873 |
|
|
2014
Q2 | $441K | Sell |
9,404
-111
| -1% | -$5.21K | 0.01% | 824 |
|
|
2014
Q1 | $443K | Buy |
9,515
+164
| +2% | +$7.64K | 0.01% | 778 |
|
|
2013
Q4 | $385K | Sell |
9,351
-82
| -0.9% | -$3.38K | 0.01% | 793 |
|
|
2013
Q3 | $382K | Buy |
9,433
+794
| +9% | +$32.2K | 0.01% | 761 |
|
|
2013
Q2 | $357K | Buy |
+8,639
| New | +$357K | 0.01% | 745 |
|