Personal Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,369
| Closed | -$315K | – | 508 |
|
|
2021
Q1 | $315K | Sell |
3,369
-286
| -8% | -$26.7K | ﹤0.01% | 374 |
|
|
2020
Q4 | $336K | Buy |
3,655
+352
| +11% | +$32.4K | ﹤0.01% | 363 |
|
|
2020
Q3 | $320K | Buy |
3,303
+110
| +3% | +$10.7K | ﹤0.01% | 320 |
|
|
2020
Q2 | $280K | Sell |
3,193
-31
| -1% | -$2.72K | ﹤0.01% | 299 |
|
|
2020
Q1 | $284K | Sell |
3,224
-133
| -4% | -$11.7K | ﹤0.01% | 289 |
|
|
2019
Q4 | $310K | Buy |
3,357
+194
| +6% | +$17.9K | ﹤0.01% | 323 |
|
|
2019
Q3 | $300K | Buy |
+3,163
| New | +$300K | ﹤0.01% | 291 |
|
|
2019
Q1 | – | Sell |
-3,762
| Closed | -$261K | – | 343 |
|
|
2018
Q4 | $261K | Buy |
3,762
+70
| +2% | +$4.86K | ﹤0.01% | 273 |
|
|
2018
Q3 | $246K | Hold |
3,692
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $239K | Sell |
3,692
-130
| -3% | -$8.42K | ﹤0.01% | 259 |
|
|
2018
Q1 | $240K | Sell |
3,822
-15
| -0.4% | -$942 | ﹤0.01% | 241 |
|
|
2017
Q4 | $255K | Hold |
3,837
| – | – | ﹤0.01% | 221 |
|
|
2017
Q3 | $241K | Buy |
3,837
+139
| +4% | +$8.73K | ﹤0.01% | 207 |
|
|
2017
Q2 | $227K | Sell |
3,698
-166
| -4% | -$10.2K | 0.01% | 204 |
|
|
2017
Q1 | $235K | Buy |
3,864
+112
| +3% | +$6.81K | 0.01% | 195 |
|
|
2016
Q4 | $220K | Sell |
3,752
-83
| -2% | -$4.87K | 0.01% | 169 |
|
|
2016
Q3 | $232K | Buy |
3,835
+208
| +6% | +$12.6K | 0.01% | 159 |
|
|
2016
Q2 | $237K | Buy |
3,627
+50
| +1% | +$3.27K | 0.01% | 158 |
|
|
2016
Q1 | $215K | Buy |
+3,577
| New | +$215K | 0.01% | 150 |
|