LA
Legacy Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-748
| Closed | -$62K | – | 334 |
|
|
2019
Q2 | $62K | Hold |
748
| – | – | 0.04% | 188 |
|
|
2019
Q1 | $59K | Buy |
+748
| New | +$59K | 0.02% | 197 |
|
|
2018
Q4 | – | Sell |
-148
| Closed | -$10K | – | 395 |
|
|
2018
Q3 | $10K | Hold |
148
| – | – | ﹤0.01% | 357 |
|
|
2018
Q2 | $10K | Hold |
148
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $9K | Hold |
148
| – | – | 0.01% | 280 |
|
|
2017
Q4 | $9K | Hold |
148
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $9K | Buy |
+148
| New | +$9K | 0.01% | 230 |
|