SevenBridge Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-630
| Closed | -$53K | – | 557 |
|
|
2019
Q2 | $53K | Hold |
630
| – | – | 0.02% | 262 |
|
|
2019
Q1 | $50K | Hold |
630
| – | – | 0.02% | 229 |
|
|
2018
Q4 | $44K | Hold |
630
| – | – | 0.03% | 217 |
|
|
2018
Q3 | $42K | Sell |
630
-400
| -39% | -$26.7K | 0.02% | 257 |
|
|
2018
Q2 | $67K | Buy |
1,030
+346
| +51% | +$22.5K | 0.04% | 208 |
|
|
2018
Q1 | $43K | Hold |
684
| – | – | 0.02% | 257 |
|
|
2017
Q4 | $45K | Hold |
684
| – | – | 0.02% | 265 |
|
|
2017
Q3 | $43K | Hold |
684
| – | – | 0.02% | 275 |
|
|
2017
Q2 | $42K | Buy |
684
+171
| +33% | +$10.5K | 0.03% | 281 |
|
|
2017
Q1 | $31K | Hold |
513
| – | – | 0.02% | 317 |
|
|
2016
Q4 | $30K | Hold |
513
| – | – | 0.02% | 312 |
|
|
2016
Q3 | $30K | Sell |
513
-61
| -11% | -$3.57K | 0.02% | 311 |
|
|
2016
Q2 | $37K | Buy |
+574
| New | +$37K | 0.03% | 321 |
|