Rockefeller Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $20.2M | Sell |
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|
2017
Q3 | $51.6M | Sell |
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|
2017
Q2 | $50.7M | Buy |
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|
2017
Q1 | $48.4M | Sell |
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|
2016
Q4 | $47.6M | Sell |
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|
2016
Q3 | $85.1M | Sell |
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|
2016
Q2 | $111M | Sell |
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|
2016
Q1 | $131M | Sell |
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|
2015
Q4 | $113M | Buy |
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|
2015
Q3 | $91.1M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $58K | Hold |
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|
2014
Q2 | $64K | Sell |
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|
2014
Q1 | $73K | Hold |
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|
2013
Q4 | $65K | Hold |
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|
2013
Q3 | $63K | Hold |
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|
2013
Q2 | $64K | Buy |
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