Rational Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-590
| Closed | -$57K | – | 600 |
|
|
2020
Q3 | $57K | Buy |
590
+142
| +32% | +$13.7K | 0.02% | 183 |
|
|
2020
Q2 | $39K | Sell |
448
-7,252
| -94% | -$631K | 0.02% | 204 |
|
|
2020
Q1 | $679K | Buy |
7,700
+1,646
| +27% | +$145K | 0.5% | 58 |
|
|
2019
Q4 | $558K | Buy |
6,054
+5,804
| +2,322% | +$535K | 0.26% | 105 |
|
|
2019
Q3 | $24K | Sell |
250
-295
| -54% | -$28.3K | 0.01% | 444 |
|
|
2019
Q2 | $45K | Sell |
545
-346
| -39% | -$28.6K | 0.02% | 357 |
|
|
2019
Q1 | $70K | Sell |
891
-19,191
| -96% | -$1.51M | 0.02% | 290 |
|
|
2018
Q4 | $1.39M | Buy |
20,082
+20,076
| +334,600% | +$1.39M | 0.43% | 58 |
|
|
2018
Q3 | $0 | Sell |
6
-55
| -90% | – | ﹤0.01% | 568 |
|
|
2018
Q2 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 406 |
|
|
2016
Q3 | – | Sell |
-8,725
| Closed | -$570K | – | 308 |
|
|
2016
Q2 | $570K | Hold |
8,725
| – | – | 0.4% | 75 |
|
|
2016
Q1 | $524K | Buy |
+8,725
| New | +$524K | 0.34% | 78 |
|