Sumitomo Life Insurance’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 | – | Sell |
-10,208
| Closed | -$908K | – | 288 |
|
|
2021
Q2 | $908K | Sell |
10,208
-1,772
| -15% | -$158K | 0.03% | 233 |
|
|
2021
Q1 | $1.12M | Sell |
11,980
-510
| -4% | -$47.7K | 0.05% | 216 |
|
|
2020
Q4 | $1.15M | Sell |
12,490
-1,138
| -8% | -$105K | 0.05% | 207 |
|
|
2020
Q3 | $1.32M | Sell |
13,628
-1,014
| -7% | -$98.3K | 0.06% | 183 |
|
|
2020
Q2 | $1.28M | Sell |
14,642
-1,054
| -7% | -$92.4K | 0.07% | 181 |
|
|
2020
Q1 | $1.38M | Buy |
15,696
+81
| +0.5% | +$7.14K | 0.1% | 149 |
|
|
2019
Q4 | $1.44M | Buy |
15,615
+992
| +7% | +$91.5K | 0.16% | 191 |
|
|
2019
Q3 | $1.39M | Sell |
14,623
-1,684
| -10% | -$160K | 0.18% | 177 |
|
|
2019
Q2 | $1.36M | Buy |
16,307
+584
| +4% | +$48.7K | 0.16% | 189 |
|
|
2019
Q1 | $1.24M | Sell |
15,723
-1,732
| -10% | -$137K | 0.17% | 190 |
|
|
2018
Q4 | $1.21M | Buy |
17,455
+428
| +3% | +$29.6K | 0.17% | 186 |
|
|
2018
Q3 | $1.14M | Buy |
+17,027
| New | +$1.14M | 0.14% | 217 |
|