National Penn Investors Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-60,554
| Closed | -$3.16M | – | 238 |
|
|
2015
Q3 | $3.16M | Buy |
+60,554
| New | +$3.16M | 0.37% | 65 |
|
|
2015
Q2 | – | Sell |
-55,991
| Closed | -$2.77M | – | 230 |
|
|
2015
Q1 | $2.77M | Buy |
+55,991
| New | +$2.77M | 0.29% | 81 |
|
|
2014
Q1 | – | Sell |
-132,769
| Closed | -$5.49M | – | 214 |
|
|
2013
Q4 | $5.49M | Sell |
132,769
-1,840
| -1% | -$76.1K | 0.62% | 39 |
|
|
2013
Q3 | $5.44M | Sell |
134,609
-645
| -0.5% | -$26K | 0.67% | 37 |
|
|
2013
Q2 | $5.54M | Buy |
+135,254
| New | +$5.54M | 0.71% | 36 |
|