Reilly Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $46K | Buy |
475
+100
| +27% | +$9.68K | ﹤0.01% | 419 |
|
|
2021
Q3 | $33K | Hold |
375
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $33K | Hold |
375
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $35K | Sell |
375
-100
| -21% | -$9.33K | ﹤0.01% | 429 |
|
|
2020
Q4 | $44K | Hold |
475
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $46K | Sell |
475
-354
| -43% | -$34.3K | ﹤0.01% | 316 |
|
|
2020
Q2 | $73K | Sell |
829
-74
| -8% | -$6.52K | 0.01% | 261 |
|
|
2020
Q1 | $80K | Sell |
903
-41
| -4% | -$3.63K | 0.01% | 240 |
|
|
2019
Q4 | $87K | Sell |
944
-7,296
| -89% | -$672K | 0.01% | 258 |
|
|
2019
Q3 | $784K | Sell |
8,240
-15,018
| -65% | -$1.43M | 0.1% | 120 |
|
|
2019
Q2 | $1.94M | Sell |
23,258
-1,122
| -5% | -$93.5K | 0.24% | 77 |
|
|
2019
Q1 | $1.93M | Sell |
24,380
-951
| -4% | -$75.2K | 0.25% | 76 |
|
|
2018
Q4 | $1.75M | Buy |
25,331
+1,370
| +6% | +$94.9K | 0.26% | 82 |
|
|
2018
Q3 | $1.6M | Sell |
23,961
-990
| -4% | -$66.1K | 0.21% | 81 |
|
|
2018
Q2 | $1.61M | Sell |
24,951
-2,635
| -10% | -$170K | 0.23% | 78 |
|
|
2018
Q1 | $1.73M | Buy |
27,586
+1,260
| +5% | +$79K | 0.24% | 70 |
|
|
2017
Q4 | $1.75M | Buy |
26,326
+1,385
| +6% | +$92K | 0.25% | 69 |
|
|
2017
Q3 | $1.57M | Buy |
24,941
+810
| +3% | +$50.9K | 0.23% | 69 |
|
|
2017
Q2 | $1.48M | Buy |
24,131
+2,210
| +10% | +$136K | 0.23% | 71 |
|
|
2017
Q1 | $1.33M | Buy |
21,921
+1,930
| +10% | +$117K | 0.21% | 69 |
|
|
2016
Q4 | $1.17M | Buy |
+19,991
| New | +$1.17M | 0.2% | 73 |
|