Sadoff Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.4M | Sell |
26,829
-1,850
| -6% | -$189K | 0.19% | 45 |
|
|
2022
Q2 | $2.89M | Hold |
28,679
| – | – | 0.22% | 44 |
|
|
2022
Q1 | $2.86M | Buy |
28,679
+7,724
| +37% | +$729K | 0.18% | 44 |
|
|
2021
Q4 | $2.03M | Sell |
20,955
-676
| -3% | -$61.8K | 0.12% | 43 |
|
|
2021
Q3 | $1.91M | Sell |
21,631
-2,200
| -9% | -$206K | 0.13% | 43 |
|
|
2021
Q2 | $2.12M | Sell |
23,831
-2,250
| -9% | -$212K | 0.14% | 41 |
|
|
2021
Q1 | $2.44M | Sell |
26,081
-3,653
| -12% | -$318K | 0.17% | 42 |
|
|
2020
Q4 | $2.74M | Buy |
29,734
+6,748
| +29% | +$657K | 0.21% | 41 |
|
|
2020
Q3 | $2.23M | Hold |
22,986
| – | – | 0.2% | 40 |
|
|
2020
Q2 | $2.02M | Hold |
22,986
| – | – | 0.18% | 40 |
|
|
2020
Q1 | $2.03M | Sell |
22,986
-2,030
| -8% | -$195K | 0.23% | 38 |
|
|
2019
Q4 | $2.31M | Sell |
25,016
-1,511
| -6% | -$138K | 0.18% | 41 |
|
|
2019
Q3 | $2.52M | Buy |
26,527
+705
| +3% | +$63.5K | 0.21% | 40 |
|
|
2019
Q2 | $2.15M | Hold |
25,822
| – | – | 0.18% | 40 |
|
|
2019
Q1 | $2.04M | Sell |
25,822
-3,000
| -10% | -$223K | 0.18% | 40 |
|
|
2018
Q4 | $2M | Sell |
28,822
-1,089
| -4% | -$76.5K | 0.2% | 40 |
|
|
2018
Q3 | $2M | Sell |
29,911
-5,900
| -16% | -$393K | 0.17% | 41 |
|
|
2018
Q2 | $2.31M | Sell |
35,811
-12,000
| -25% | -$746K | 0.2% | 43 |
|
|
2018
Q1 | $3M | Buy |
47,811
+28,761
| +151% | +$1.78M | 0.25% | 43 |
|
|
2017
Q4 | $1.26M | Sell |
19,050
-626
| -3% | -$42K | 0.1% | 48 |
|
|
2017
Q3 | $1.24M | Sell |
19,676
-600
| -3% | -$38.3K | 0.11% | 48 |
|
|
2017
Q2 | $1.25M | Sell |
20,276
-100
| -0.5% | -$6.18K | 0.12% | 42 |
|
|
2017
Q1 | $1.24M | Sell |
20,376
-2,500
| -11% | -$147K | 0.12% | 43 |
|
|
2016
Q4 | $1.34M | Buy |
22,876
+3,738
| +20% | +$214K | 0.14% | 45 |
|
|
2016
Q3 | $1.15M | Hold |
19,138
| – | – | 0.13% | 43 |
|
|
2016
Q2 | $1.25M | Buy |
19,138
+1
| +0% | +$60 | 0.15% | 42 |
|
|
2016
Q1 | $1.15M | Buy |
19,137
+981
| +5% | +$54.9K | 0.14% | 47 |
|
|
2015
Q4 | $932K | Hold |
18,156
| – | – | 0.11% | 46 |
|
|
2015
Q3 | $948K | Buy |
18,156
+9,694
| +115% | +$472K | 0.12% | 42 |
|
|
2015
Q2 | $381K | Buy |
8,462
+932
| +12% | +$44.7K | 0.04% | 51 |
|
|
2015
Q1 | $373K | Hold |
7,530
| – | – | 0.04% | 47 |
|
|
2014
Q4 | $397K | Hold |
7,530
| – | – | 0.05% | 45 |
|
|
2014
Q3 | $324K | Sell |
7,530
-1
| -0% | -$44 | 0.04% | 46 |
|
|
2014
Q2 | $353K | Hold |
7,531
| – | – | 0.05% | 46 |
|
|
2014
Q1 | $351K | Hold |
7,531
| – | – | 0.05% | 46 |
|
|
2013
Q4 | $311K | Hold |
7,531
| – | – | 0.04% | 52 |
|
|
2013
Q3 | $304K | Hold |
7,531
| – | – | 0.05% | 44 |
|
|
2013
Q2 | $309K | Buy |
+7,531
| New | +$319K | 0.06% | 38 |
|
Other funds holding WEC
MAM
