Partnervest Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-650
| Closed | -$30K | – | 799 |
|
|
2014
Q2 | $30K | Buy |
650
+5
| +0.8% | +$231 | 0.01% | 453 |
|
|
2014
Q1 | $30K | Buy |
645
+54
| +9% | +$2.51K | 0.01% | 416 |
|
|
2013
Q4 | $24K | Buy |
591
+104
| +21% | +$4.22K | 0.01% | 440 |
|
|
2013
Q3 | $20K | Buy |
487
+5
| +1% | +$205 | 0.01% | 461 |
|
|
2013
Q2 | $20K | Buy |
+482
| New | +$20K | 0.01% | 416 |
|