Sonora Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $136K | Hold |
1,545
| – | – | 0.02% | 255 |
|
|
2021
Q2 | $137K | Sell |
1,545
-200
| -11% | -$17.7K | 0.02% | 241 |
|
|
2021
Q1 | $163K | Buy |
1,745
+286
| +20% | +$26.7K | 0.01% | 321 |
|
|
2020
Q4 | $134K | Sell |
1,459
-16
| -1% | -$1.47K | 0.01% | 360 |
|
|
2020
Q3 | $143K | Hold |
1,475
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $129K | Sell |
1,475
-166
| -10% | -$14.5K | 0.01% | 294 |
|
|
2020
Q1 | $145K | Hold |
1,641
| – | – | 0.02% | 259 |
|
|
2019
Q4 | $151K | Hold |
1,641
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $156K | Buy |
1,641
+200
| +14% | +$19K | 0.02% | 269 |
|
|
2019
Q2 | $120K | Buy |
1,441
+196
| +16% | +$16.3K | 0.01% | 305 |
|
|
2019
Q1 | $98K | Hold |
1,245
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $86K | Hold |
1,245
| – | – | 0.01% | 310 |
|
|
2018
Q3 | $83K | Hold |
1,245
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $80K | Hold |
1,245
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $78.1K | Buy |
+1,245
| New | +$78.1K | 0.01% | 294 |
|
|
2016
Q2 | – | Sell |
-92
| Closed | -$5.23K | – | 931 |
|
|
2016
Q1 | $5.23K | Hold |
92
| – | – | ﹤0.01% | 721 |
|
|
2015
Q4 | $5K | Sell |
92
-27
| -23% | -$1.47K | ﹤0.01% | 641 |
|
|
2015
Q3 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 667 |
|