Reilly Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $35K | Sell |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $87K | Sell |
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|
2019
Q3 | $784K | Sell |
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|
2019
Q2 | $1.94M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.75M | Buy |
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|
2017
Q3 | $1.57M | Buy |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.17M | Buy |
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