Orrstown Financial Services’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 |
-300
| Closed | -$29K | – | 213 |
|
|
2019
Q3 | $29K | Hold |
300
| – | – | 0.04% | 149 |
|
|
2019
Q2 | $25K | Hold |
300
| – | – | 0.03% | 153 |
|
|
2019
Q1 | $24K | Hold |
300
| – | – | 0.03% | 160 |
|
|
2018
Q4 | $21K | Hold |
300
| – | – | 0.03% | 144 |
|
|
2018
Q3 | $20K | Hold |
300
| – | – | 0.03% | 150 |
|
|
2018
Q2 | $19K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $19K | Buy |
300
+150
| +100% | +$9.5K | 0.02% | 198 |
|
|
2017
Q4 | $10K | Buy |
+150
| New | +$10K | 0.01% | 224 |
|
|
2016
Q1 | – | Sell |
-175
| Closed | -$9K | – | 250 |
|
|
2015
Q4 | $9K | Hold |
175
| – | – | 0.01% | 167 |
|
|
2015
Q3 | $9K | Buy |
+175
| New | +$9K | 0.01% | 178 |
|