Proficio Capital Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-242
| Closed | -$20K | – | 1537 |
|
|
2019
Q2 | $20K | Buy |
242
+161
| +199% | +$13.3K | 0.01% | 693 |
|
|
2019
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 843 |
|
|
2018
Q3 | $5K | Buy |
81
+13
| +19% | +$802 | ﹤0.01% | 962 |
|
|
2018
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 1041 |
|
|
2018
Q1 | $4K | Buy |
68
+16
| +31% | +$941 | ﹤0.01% | 1042 |
|
|
2017
Q4 | $3K | Sell |
52
-2
| -4% | -$115 | ﹤0.01% | 1083 |
|
|
2017
Q3 | $3K | Sell |
54
-7
| -11% | -$389 | ﹤0.01% | 1051 |
|
|
2017
Q2 | $4K | Sell |
61
-9
| -13% | -$590 | ﹤0.01% | 1013 |
|
|
2017
Q1 | $4K | Buy |
70
+20
| +40% | +$1.14K | ﹤0.01% | 1042 |
|
|
2016
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 858 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$3K | – | 1185 |
|
|
2016
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 679 |
|
|
2015
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 593 |
|