Madison Investment Holdings’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,145
| Closed | -$309K | – | 248 |
|
|
2016
Q1 | $309K | Buy |
5,145
+2
| +0% | +$120 | 0.01% | 212 |
|
|
2015
Q4 | $264K | Sell |
5,143
-30
| -0.6% | -$1.54K | 0.01% | 219 |
|
|
2015
Q3 | $270K | Hold |
5,173
| – | – | 0.01% | 217 |
|
|
2015
Q2 | $233K | Buy |
5,173
+772
| +18% | +$34.8K | ﹤0.01% | 227 |
|
|
2015
Q1 | $218K | Buy |
+4,401
| New | +$218K | ﹤0.01% | 227 |
|
|
2014
Q2 | – | Sell |
-5,497
| Closed | -$256K | – | 235 |
|
|
2014
Q1 | $256K | Hold |
5,497
| – | – | ﹤0.01% | 222 |
|
|
2013
Q4 | $227K | Hold |
5,497
| – | – | ﹤0.01% | 233 |
|
|
2013
Q3 | $222K | Hold |
5,497
| – | – | ﹤0.01% | 230 |
|
|
2013
Q2 | $225K | Buy |
+5,497
| New | +$225K | ﹤0.01% | 224 |
|