Marietta Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,031
| Closed | -$441K | – | 113 |
|
|
2020
Q2 | $441K | Sell |
5,031
-202
| -4% | -$17.7K | 0.15% | 89 |
|
|
2020
Q1 | $461K | Buy |
5,233
+650
| +14% | +$57.3K | 0.18% | 88 |
|
|
2019
Q4 | $423K | Sell |
4,583
-176
| -4% | -$16.2K | 0.14% | 97 |
|
|
2019
Q3 | $453K | Sell |
4,759
-285
| -6% | -$27.1K | 0.17% | 91 |
|
|
2019
Q2 | $421K | Buy |
5,044
+295
| +6% | +$24.6K | 0.16% | 95 |
|
|
2019
Q1 | $376K | Buy |
4,749
+1,000
| +27% | +$79.2K | 0.15% | 98 |
|
|
2018
Q4 | $260K | Buy |
+3,749
| New | +$260K | 0.12% | 108 |
|
|
2018
Q1 | – | Sell |
-3,360
| Closed | -$223K | – | 123 |
|
|
2017
Q4 | $223K | Sell |
3,360
-96
| -3% | -$6.37K | 0.12% | 107 |
|
|
2017
Q3 | $217K | Sell |
3,456
-647
| -16% | -$40.6K | 0.12% | 112 |
|
|
2017
Q2 | $252K | Sell |
4,103
-326
| -7% | -$20K | 0.15% | 108 |
|
|
2017
Q1 | $269K | Sell |
4,429
-952
| -18% | -$57.8K | 0.18% | 104 |
|
|
2016
Q4 | $316K | Buy |
+5,381
| New | +$316K | 0.25% | 103 |
|