LA
Lynch & Associates’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,355
| Closed | -$314K | – | 103 |
|
|
2016
Q4 | $314K | Sell |
5,355
-5,195
| -49% | -$305K | 0.13% | 87 |
|
|
2016
Q3 | $632K | Sell |
10,550
-1,405
| -12% | -$84.2K | 0.28% | 68 |
|
|
2016
Q2 | $781K | Sell |
11,955
-30
| -0.3% | -$1.96K | 0.35% | 61 |
|
|
2016
Q1 | $720K | Sell |
11,985
-65
| -0.5% | -$3.91K | 0.34% | 63 |
|
|
2015
Q4 | $618K | Sell |
12,050
-95
| -0.8% | -$4.87K | 0.32% | 63 |
|
|
2015
Q3 | $634K | Hold |
12,145
| – | – | 0.35% | 65 |
|
|
2015
Q2 | $546K | Buy |
12,145
+275
| +2% | +$12.4K | 0.29% | 68 |
|
|
2015
Q1 | $588K | Buy |
11,870
+3,635
| +44% | +$180K | 0.31% | 67 |
|
|
2014
Q4 | $434K | Sell |
8,235
-3,635
| -31% | -$192K | 0.23% | 70 |
|
|
2014
Q3 | $510K | Buy |
11,870
+405
| +4% | +$17.4K | 0.29% | 70 |
|
|
2014
Q2 | $538K | Hold |
11,465
| – | – | 0.31% | 67 |
|
|
2014
Q1 | $534K | Buy |
+11,465
| New | +$534K | 0.32% | 66 |
|