SHA
Smith Hayes Advisers’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $273K | Buy |
4,551
+67
| +1% | +$4.02K | 0.06% | 265 |
|
|
2015
Q4 | $230K | Buy |
4,484
+58
| +1% | +$2.98K | 0.05% | 283 |
|
|
2015
Q3 | $230K | Buy |
+4,426
| New | +$230K | 0.05% | 267 |
|
|
2015
Q2 | – | Sell |
-4,426
| Closed | -$219K | – | 327 |
|
|
2015
Q1 | $219K | Sell |
4,426
-100
| -2% | -$4.95K | 0.04% | 295 |
|
|
2014
Q4 | $239K | Buy |
+4,526
| New | +$239K | 0.05% | 272 |
|
|
2014
Q3 | – | Sell |
-4,818
| Closed | -$226K | – | 301 |
|
|
2014
Q2 | $226K | Buy |
4,818
+110
| +2% | +$5.16K | 0.05% | 262 |
|
|
2014
Q1 | $219K | Buy |
+4,708
| New | +$219K | 0.05% | 259 |
|