RFM
Royal Fund Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18
| Closed | -$1K | – | 566 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 610 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 574 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $1K | Sell |
18
-564
| -97% | -$31.3K | ﹤0.01% | 566 |
|
|
2018
Q4 | $40K | Buy |
+582
| New | +$40K | 0.02% | 207 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$1K | – | 533 |
|
|
2017
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 427 |
|