MorganRosel 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
Q1 | – | Sell |
-3,139
| Closed | -$290K | – | 79 |
|
|
2019
Q4 | $290K | Hold |
3,139
| – | – | 0.22% | 64 |
|
|
2019
Q3 | $299K | Hold |
3,139
| – | – | 0.25% | 63 |
|
|
2019
Q2 | $262K | Hold |
3,139
| – | – | 0.22% | 64 |
|
|
2019
Q1 | $248K | Hold |
3,139
| – | – | 0.21% | 62 |
|
|
2018
Q4 | $217K | Buy |
+3,139
| New | +$217K | 0.22% | 62 |
|