R.M. Davis Inc’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,161
| Closed | -$216K | – | 282 |
|
|
2022
Q1 | $216K | Buy |
+2,161
| New | +$216K | 0.01% | 267 |
|
|
2017
Q2 | – | Sell |
-4,743
| Closed | -$288K | – | 228 |
|
|
2017
Q1 | $288K | Buy |
4,743
+535
| +13% | +$32.5K | 0.01% | 186 |
|
|
2016
Q4 | $247K | Buy |
+4,208
| New | +$247K | 0.01% | 194 |
|