OAM
Optimal Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.21M | Buy |
25,010
+55
| +0.2% | +$4.85K | 0.28% | 135 |
|
|
2021
Q2 | $2.22M | Buy |
24,955
+1
| +0% | +$89 | 0.26% | 141 |
|
|
2021
Q1 | $2.34M | Buy |
24,954
+5,400
| +28% | +$505K | 0.3% | 125 |
|
|
2020
Q4 | $1.8M | Sell |
19,554
-19,680
| -50% | -$1.81M | 0.26% | 136 |
|
|
2020
Q3 | $3.8M | Buy |
39,234
+19,972
| +104% | +$1.94M | 0.55% | 46 |
|
|
2020
Q2 | $1.69M | Sell |
19,262
-13,849
| -42% | -$1.21M | 0.27% | 131 |
|
|
2020
Q1 | $2.92K | Buy |
33,111
+20,554
| +164% | +$1.81K | 0.27% | 124 |
|
|
2019
Q4 | $1.16M | Buy |
+12,557
| New | +$1.16M | 0.18% | 216 |
|