SRB Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,215
| Closed | -$548K | – | 203 |
|
|
2018
Q3 | $548K | Hold |
8,215
| – | – | 0.05% | 72 |
|
|
2018
Q2 | $531K | Buy |
8,215
+4,755
| +137% | +$307K | 0.06% | 35 |
|
|
2018
Q1 | $217K | Buy |
3,460
+714
| +26% | +$44.8K | 0.03% | 33 |
|
|
2017
Q4 | $182K | Hold |
2,746
| – | – | 0.02% | 164 |
|
|
2017
Q3 | $172K | Sell |
2,746
-176
| -6% | -$11K | 0.02% | 156 |
|
|
2017
Q2 | $179K | Sell |
2,922
-113
| -4% | -$6.92K | 0.03% | 146 |
|
|
2017
Q1 | $184K | Hold |
3,035
| – | – | 0.03% | 53 |
|
|
2016
Q4 | $178K | Buy |
3,035
+341
| +13% | +$20K | 0.02% | 72 |
|
|
2016
Q3 | $161K | Buy |
+2,694
| New | +$161K | 0.02% | 58 |
|