PHH Investments’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
$1.22M Sell
13,248
-370
-3% -$34.1K 0.32% 41
2019
Q3
$1.3M Sell
13,618
-221
-2% -$21K 0.36% 41
2019
Q2
$1.15M Sell
13,839
-1,000
-7% -$83.4K 0.33% 43
2019
Q1
$1.17M Sell
14,839
-163
-1% -$12.9K 0.34% 43
2018
Q4
$1.04M Sell
15,002
-591
-4% -$40.9K 0.33% 47
2018
Q3
$1.04M Sell
15,593
-317
-2% -$21.2K 0.3% 57
2018
Q2
$1.03M Sell
15,910
-137
-0.9% -$8.86K 0.31% 52
2018
Q1
$1.01M Sell
16,047
-1,837
-10% -$115K 0.31% 54
2017
Q4
$1.19M Buy
17,884
+23
+0.1% +$1.53K 0.36% 43
2017
Q3
$1.12M Sell
17,861
-1,572
-8% -$98.7K 0.38% 43
2017
Q2
$1.19M Sell
19,433
-582
-3% -$35.7K 0.41% 41
2017
Q1
$1.21M Sell
20,015
-79
-0.4% -$4.79K 0.45% 35
2016
Q4
$1.17M Buy
+20,094
New +$1.17M 0.47% 40