Southport Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,577
| Closed | -$422K | – | 216 |
|
|
2019
Q4 | $422K | Sell |
4,577
-833
| -15% | -$76.8K | 0.16% | 135 |
|
|
2019
Q3 | $514K | Sell |
5,410
-667
| -11% | -$63.4K | 0.23% | 115 |
|
|
2019
Q2 | $507K | Sell |
6,077
-311
| -5% | -$25.9K | 0.23% | 118 |
|
|
2019
Q1 | $505K | Sell |
6,388
-345
| -5% | -$27.3K | 0.22% | 120 |
|
|
2018
Q4 | $466K | Buy |
6,733
+219
| +3% | +$15.2K | 0.23% | 114 |
|
|
2018
Q3 | $435K | Sell |
6,514
-85
| -1% | -$5.68K | 0.18% | 123 |
|
|
2018
Q2 | $427K | Sell |
6,599
-367
| -5% | -$23.7K | 0.19% | 123 |
|
|
2018
Q1 | $437K | Sell |
6,966
-335
| -5% | -$21K | 0.2% | 134 |
|
|
2017
Q4 | $485K | Buy |
+7,301
| New | +$485K | 0.18% | 129 |
|