Northwest Quadrant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,951
| Closed | -$275K | – | 69 |
|
|
2019
Q3 | $275K | Hold |
2,951
| – | – | 0.12% | 52 |
|
|
2019
Q2 | $245K | Buy |
2,951
+13
| +0.4% | +$1.08K | 0.11% | 54 |
|
|
2019
Q1 | $229K | Buy |
2,938
+14
| +0.5% | +$1.09K | 0.11% | 54 |
|
|
2018
Q4 | $207K | Buy |
2,924
+14
| +0.5% | +$991 | 0.1% | 55 |
|
|
2018
Q3 | $201K | Buy |
+2,910
| New | +$201K | 0.12% | 55 |
|