M&R Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-275
| Closed | -$17K | – | 573 |
|
|
2017
Q3 | $17K | Hold |
275
| – | – | ﹤0.01% | 402 |
|
|
2017
Q2 | $17K | Hold |
275
| – | – | ﹤0.01% | 398 |
|
|
2017
Q1 | $16K | Buy |
275
+50
| +22% | +$2.91K | ﹤0.01% | 406 |
|
|
2016
Q4 | $13K | Hold |
225
| – | – | ﹤0.01% | 413 |
|
|
2016
Q3 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 409 |
|