Parasol Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-973
| Closed | -$44K | – | 235 |
|
|
2015
Q2 | $44K | Hold |
973
| – | – | 0.03% | 114 |
|
|
2015
Q1 | $48K | Hold |
973
| – | – | 0.03% | 106 |
|
|
2014
Q4 | $51K | Hold |
973
| – | – | 0.04% | 117 |
|
|
2014
Q3 | $42K | Hold |
973
| – | – | 0.03% | 114 |
|
|
2014
Q2 | $46K | Buy |
973
+93
| +11% | +$4.4K | 0.03% | 115 |
|
|
2014
Q1 | $41K | Hold |
880
| – | – | 0.03% | 98 |
|
|
2013
Q4 | $36K | Buy |
+880
| New | +$36K | 0.02% | 105 |
|