Lloyds Banking Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,880
| Closed | -$250K | – | 68 |
|
|
2015
Q4 | $250K | Hold |
4,880
| – | – | 2.03% | 22 |
|
|
2015
Q3 | $254K | Sell |
4,880
-147
| -3% | -$7.65K | 1.88% | 24 |
|
|
2015
Q2 | $227K | Buy |
5,027
+1,827
| +57% | +$82.5K | 1.46% | 32 |
|
|
2015
Q1 | $158K | Sell |
3,200
-1,823
| -36% | -$90K | 0.4% | 34 |
|
|
2014
Q4 | $264K | Sell |
5,023
-18,014
| -78% | -$947K | 0.51% | 28 |
|
|
2014
Q3 | $990K | Buy |
23,037
+22,127
| +2,432% | +$951K | 0.27% | 100 |
|
|
2014
Q2 | $42K | Sell |
910
-333,304
| -100% | -$15.4M | 0.01% | 446 |
|
|
2014
Q1 | $15.6M | Buy |
334,214
+4,476
| +1% | +$208K | 0.14% | 183 |
|
|
2013
Q4 | $13.6M | Sell |
329,738
-4,842
| -1% | -$200K | 0.12% | 184 |
|
|
2013
Q3 | $13.5M | Buy |
334,580
+480
| +0.1% | +$19.4K | 0.14% | 174 |
|
|
2013
Q2 | $13.7M | Buy |
+334,100
| New | +$13.7M | 0.14% | 172 |
|