Mosaic Family Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-211
| Closed | -$17K | – | 599 |
|
|
2019
Q1 | $17K | Hold |
211
| – | – | 0.01% | 453 |
|
|
2018
Q4 | $15K | Hold |
211
| – | – | 0.01% | 450 |
|
|
2018
Q3 | $15K | Hold |
211
| – | – | 0.01% | 469 |
|
|
2018
Q2 | $14K | Hold |
211
| – | – | 0.01% | 502 |
|
|
2018
Q1 | $13K | Hold |
211
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $14K | Sell |
211
-600
| -74% | -$39.8K | 0.01% | 495 |
|
|
2017
Q3 | $51K | Hold |
811
| – | – | 0.02% | 330 |
|
|
2017
Q2 | $50K | Hold |
811
| – | – | 0.02% | 315 |
|
|
2017
Q1 | $49K | Hold |
811
| – | – | 0.02% | 322 |
|
|
2016
Q4 | $48K | Hold |
811
| – | – | 0.02% | 330 |
|
|
2016
Q3 | $49K | Buy |
811
+600
| +284% | +$36.3K | 0.02% | 331 |
|
|
2016
Q2 | $14K | Hold |
211
| – | – | 0.01% | 489 |
|
|
2016
Q1 | $12K | Sell |
211
-255
| -55% | -$14.5K | 0.01% | 502 |
|
|
2015
Q4 | $23K | Buy |
+466
| New | +$23K | 0.01% | 428 |
|