Rampart Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,365
| Closed | -$558K | – | 519 |
|
|
2020
Q2 | $558K | Buy |
6,365
+3,901
| +158% | +$342K | 0.09% | 236 |
|
|
2020
Q1 | $217K | Sell |
2,464
-16,857
| -87% | -$1.48M | 0.1% | 180 |
|
|
2019
Q4 | $1.78M | Sell |
19,321
-3,584
| -16% | -$331K | 0.22% | 137 |
|
|
2019
Q3 | $2.18M | Sell |
22,905
-3,258
| -12% | -$310K | 0.27% | 116 |
|
|
2019
Q2 | $2.18M | Sell |
26,163
-1,377
| -5% | -$115K | 0.26% | 118 |
|
|
2019
Q1 | $2.18M | Buy |
27,540
+3,337
| +14% | +$264K | 0.25% | 125 |
|
|
2018
Q4 | $1.68M | Buy |
24,203
+15,188
| +168% | +$1.05M | 0.47% | 57 |
|
|
2018
Q3 | $234K | Buy |
9,015
+5,809
| +181% | +$151K | 0.1% | 216 |
|
|
2018
Q2 | $207K | Sell |
3,206
-159
| -5% | -$10.3K | 0.02% | 449 |
|
|
2018
Q1 | $211K | Sell |
3,365
-477
| -12% | -$29.9K | 0.02% | 449 |
|
|
2017
Q4 | $255K | Sell |
3,842
-480
| -11% | -$31.9K | 0.1% | 238 |
|
|
2017
Q3 | $271K | Buy |
4,322
+222
| +5% | +$13.9K | 0.09% | 242 |
|
|
2017
Q2 | $252K | Buy |
4,100
+3,232
| +372% | +$199K | 0.09% | 246 |
|
|
2017
Q1 | $53K | Buy |
+868
| New | +$53K | 0.02% | 255 |
|