Shine Investment Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $57K | Hold |
585
| – | – | 0.02% | 271 |
|
|
2020
Q2 | $51K | Hold |
585
| – | – | 0.02% | 289 |
|
|
2020
Q1 | $52K | Hold |
585
| – | – | 0.02% | 260 |
|
|
2019
Q4 | $54K | Hold |
585
| – | – | 0.02% | 304 |
|
|
2019
Q3 | $56K | Hold |
585
| – | – | 0.03% | 281 |
|
|
2019
Q2 | $49K | Buy |
585
+163
| +39% | +$13.7K | 0.02% | 306 |
|
|
2019
Q1 | $33K | Hold |
422
| – | – | 0.02% | 386 |
|
|
2018
Q4 | $29K | Hold |
422
| – | – | 0.01% | 381 |
|
|
2018
Q3 | $28K | Hold |
422
| – | – | 0.01% | 405 |
|
|
2018
Q2 | $27K | Hold |
422
| – | – | 0.01% | 410 |
|
|
2018
Q1 | $26K | Buy |
422
+174
| +70% | +$10.7K | 0.01% | 423 |
|
|
2017
Q4 | $16K | Hold |
248
| – | – | 0.01% | 486 |
|
|
2017
Q3 | $16K | Hold |
248
| – | – | 0.01% | 485 |
|
|
2017
Q2 | $15K | Buy |
+248
| New | +$15K | 0.01% | 476 |
|