Nikko Asset Management Americas’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$269K | – | 215 |
|
|
2014
Q4 | $269K | Sell |
5,000
-3,400
| -40% | -$183K | 0.02% | 190 |
|
|
2014
Q3 | $360K | Buy |
8,400
+800
| +11% | +$34.3K | 0.02% | 155 |
|
|
2014
Q2 | $356K | Buy |
7,600
+1,400
| +23% | +$65.6K | 0.02% | 159 |
|
|
2014
Q1 | $285K | Buy |
6,200
+1,400
| +29% | +$64.4K | 0.01% | 168 |
|
|
2013
Q4 | $199K | Buy |
+4,800
| New | +$199K | 0.01% | 172 |
|