Placemark Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $4.1M | Buy |
77,779
+3,937
| +5% | +$208K | 0.07% | 340 |
|
|
2014
Q3 | $3.17M | Buy |
73,842
+5,636
| +8% | +$242K | 0.06% | 391 |
|
|
2014
Q2 | $3.2M | Buy |
68,206
+17,783
| +35% | +$834K | 0.06% | 401 |
|
|
2014
Q1 | $2.35M | Buy |
50,423
+27,493
| +120% | +$1.28M | 0.04% | 470 |
|
|
2013
Q4 | $946K | Buy |
22,930
+5,352
| +30% | +$221K | 0.02% | 879 |
|
|
2013
Q3 | $708K | Sell |
17,578
-2,900
| -14% | -$117K | 0.01% | 949 |
|
|
2013
Q2 | $838K | Buy |
+20,478
| New | +$838K | 0.02% | 818 |
|