SHJ
Sharkey, Howes & Javer’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$83K | – | 184 |
|
|
2019
Q2 | $83K | Hold |
1,000
| – | – | 0.04% | 93 |
|
|
2019
Q1 | $79K | Hold |
1,000
| – | – | 0.04% | 94 |
|
|
2018
Q4 | $69K | Hold |
1,000
| – | – | 0.04% | 94 |
|
|
2018
Q3 | $67K | Hold |
1,000
| – | – | 0.04% | 99 |
|
|
2018
Q2 | $65K | Hold |
1,000
| – | – | 0.04% | 94 |
|
|
2018
Q1 | $62K | Hold |
1,000
| – | – | 0.04% | 83 |
|
|
2017
Q4 | $66K | Hold |
1,000
| – | – | 0.04% | 76 |
|
|
2017
Q3 | $65K | Hold |
1,000
| – | – | 0.03% | 81 |
|
|
2017
Q2 | $61K | Hold |
1,000
| – | – | 0.03% | 78 |
|
|
2017
Q1 | $61K | Hold |
1,000
| – | – | 0.03% | 82 |
|
|
2016
Q4 | $59K | Hold |
1,000
| – | – | 0.04% | 86 |
|
|
2016
Q3 | $60K | Hold |
1,000
| – | – | 0.04% | 83 |
|
|
2016
Q2 | $65K | Hold |
1,000
| – | – | 0.04% | 83 |
|
|
2016
Q1 | $60K | Hold |
1,000
| – | – | 0.04% | 83 |
|
|
2015
Q4 | $51K | Hold |
1,000
| – | – | 0.04% | 89 |
|
|
2015
Q3 | $48K | Sell |
1,000
-1,000
| -50% | -$48K | 0.04% | 93 |
|
|
2015
Q2 | $90K | Buy |
2,000
+1,000
| +100% | +$45K | 0.07% | 46 |
|
|
2015
Q1 | $50K | Buy |
+1,000
| New | +$50K | 0.03% | 91 |
|