Osborn Williams & Donohoe’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $713K | Buy |
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|
2019
Q4 | $703K | Hold |
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|
2019
Q3 | $725K | Buy |
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|
2019
Q2 | $634K | Buy |
|
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|
2019
Q1 | $354K | Buy |
|
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $209K | Buy |
|