Neuburgh Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $2.66M | Buy |
27,968
+3,088
| +12% | +$294K | 0.08% | 185 |
|
2019
Q2 | $2.07M | Buy |
24,880
+5,680
| +30% | +$473K | 0.07% | 220 |
|
2019
Q1 | $1.52M | Buy |
19,200
+928
| +5% | +$73.4K | 0.05% | 238 |
|
2018
Q4 | $1.27M | Buy |
18,272
+9,024
| +98% | +$625K | 0.05% | 240 |
|
2018
Q3 | $617K | Sell |
9,248
-224
| -2% | -$14.9K | 0.02% | 405 |
|
2018
Q2 | $612K | Buy |
9,472
+560
| +6% | +$36.2K | 0.02% | 375 |
|
2018
Q1 | $559K | Buy |
8,912
+736
| +9% | +$46.2K | 0.02% | 378 |
|
2017
Q4 | $543K | Buy |
8,176
+336
| +4% | +$22.3K | 0.02% | 408 |
|
2017
Q3 | $492K | Buy |
7,840
+336
| +4% | +$21.1K | 0.02% | 397 |
|
2017
Q2 | $461K | Sell |
7,504
-32
| -0.4% | -$1.97K | 0.02% | 399 |
|
2017
Q1 | $457K | Sell |
7,536
-4,624
| -38% | -$280K | 0.02% | 370 |
|
2016
Q4 | $713K | Buy |
+12,160
| New | +$713K | 0.03% | 285 |
|