Omnia 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 |
-248
| Closed | -$20K | – | 524 |
|
|
2019
Q1 | $20K | Hold |
248
| – | – | 0.01% | 214 |
|
|
2018
Q4 | $17K | Hold |
248
| – | – | 0.01% | 212 |
|
|
2018
Q3 | $17K | Hold |
248
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $16K | Hold |
248
| – | – | 0.01% | 226 |
|
|
2018
Q1 | $16K | Hold |
248
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $16K | Hold |
248
| – | – | 0.01% | 250 |
|
|
2017
Q3 | $16K | Hold |
248
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $15K | Hold |
248
| – | – | 0.01% | 241 |
|
|
2017
Q1 | $15K | Hold |
248
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $15K | Buy |
+248
| New | +$15K | 0.01% | 242 |
|