Lynch & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $632K | Sell |
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|
2016
Q2 | $781K | Sell |
|
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|
2016
Q1 | $720K | Sell |
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|
2015
Q4 | $618K | Sell |
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|
2015
Q3 | $634K | Hold |
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|
2015
Q2 | $546K | Buy |
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|
2015
Q1 | $588K | Buy |
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|
2014
Q4 | $434K | Sell |
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|
2014
Q3 | $510K | Buy |
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|
2014
Q2 | $538K | Hold |
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|
2014
Q1 | $534K | Buy |
|