San Francisco Sentry Investment Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-45
| Closed | -$4K | – | 875 |
|
|
2020
Q1 | $4K | Sell |
45
-108
| -71% | -$9.6K | ﹤0.01% | 591 |
|
|
2019
Q4 | $14K | Hold |
153
| – | – | 0.01% | 523 |
|
|
2019
Q3 | $14K | Hold |
153
| – | – | 0.01% | 514 |
|
|
2019
Q2 | $13K | Hold |
153
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $13K | Sell |
153
-102
| -40% | -$8.67K | 0.01% | 539 |
|
|
2018
Q4 | $18K | Hold |
255
| – | – | 0.01% | 488 |
|
|
2018
Q3 | $17K | Buy |
255
+45
| +21% | +$3K | 0.01% | 518 |
|
|
2018
Q2 | $14K | Hold |
210
| – | – | 0.01% | 541 |
|
|
2018
Q1 | $13K | Hold |
210
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $14K | Buy |
210
+108
| +106% | +$7.2K | ﹤0.01% | 634 |
|
|
2017
Q3 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 730 |
|