LFA
Legacy Financial Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-909
| Closed | -$72K | – | 897 |
|
|
2019
Q1 | $72K | Sell |
909
-77
| -8% | -$6.1K | 0.02% | 219 |
|
|
2018
Q4 | $68K | Sell |
986
-100
| -9% | -$6.9K | 0.03% | 190 |
|
|
2018
Q3 | $72K | Hold |
1,086
| – | – | 0.03% | 208 |
|
|
2018
Q2 | $71K | Sell |
1,086
-36
| -3% | -$2.35K | 0.03% | 203 |
|
|
2018
Q1 | $69K | Buy |
1,122
+102
| +10% | +$6.27K | 0.03% | 207 |
|
|
2017
Q4 | $67K | Buy |
+1,020
| New | +$67K | 0.03% | 210 |
|