Marino Stram & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,879
| Closed | -$434K | – | 287 |
|
|
2021
Q2 | $434K | Buy |
+4,879
| New | +$434K | 0.11% | 140 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$16K | – | 571 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $14K | Sell |
200
-200
| -50% | -$14K | 0.01% | 249 |
|
|
2018
Q3 | $27K | Hold |
400
| – | – | 0.02% | 216 |
|
|
2018
Q2 | $26K | Sell |
400
-70
| -15% | -$4.55K | 0.02% | 217 |
|
|
2018
Q1 | $29K | Buy |
470
+1
| +0.2% | +$62 | 0.03% | 211 |
|
|
2017
Q4 | $31K | Buy |
+469
| New | +$31K | 0.03% | 208 |
|