Sun Life Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-189
| Closed | -$18K | – | 478 |
|
|
2021
Q1 | $18K | Buy |
189
+2
| +1% | +$190 | ﹤0.01% | 292 |
|
|
2020
Q4 | $17K | Sell |
187
-3
| -2% | -$273 | ﹤0.01% | 287 |
|
|
2020
Q3 | $18K | Buy |
190
+2
| +1% | +$189 | ﹤0.01% | 256 |
|
|
2020
Q2 | $16K | Sell |
188
-4
| -2% | -$340 | ﹤0.01% | 240 |
|
|
2020
Q1 | $17K | Buy |
192
+6
| +3% | +$531 | ﹤0.01% | 208 |
|
|
2019
Q4 | $17K | Sell |
186
-70
| -27% | -$6.4K | ﹤0.01% | 234 |
|
|
2019
Q3 | $24K | Buy |
256
+1
| +0.4% | +$94 | 0.01% | 375 |
|
|
2019
Q2 | $21K | Sell |
255
-284
| -53% | -$23.4K | 0.01% | 384 |
|
|
2019
Q1 | $43K | Sell |
539
-332
| -38% | -$26.5K | 0.01% | 370 |
|
|
2018
Q4 | $60K | Buy |
871
+5
| +0.6% | +$344 | 0.01% | 361 |
|
|
2018
Q3 | $58K | Buy |
866
+11
| +1% | +$737 | 0.01% | 409 |
|
|
2018
Q2 | $55K | Buy |
855
+765
| +850% | +$49.2K | 0.01% | 414 |
|
|
2018
Q1 | $1.44K | Sell |
90
-600
| -87% | -$9.57K | 0.01% | 259 |
|
|
2017
Q4 | $46K | Sell |
690
-1,636
| -70% | -$109K | ﹤0.01% | 285 |
|
|
2017
Q3 | $146K | Buy |
2,326
+15
| +0.6% | +$942 | 0.01% | 282 |
|
|
2017
Q2 | $142K | Buy |
2,311
+2,301
| +23,010% | +$141K | 0.02% | 276 |
|
|
2017
Q1 | $170 | Hold |
10
| – | – | ﹤0.01% | 297 |
|
|
2016
Q4 | $169 | Buy |
+10
| New | +$169 | ﹤0.01% | 249 |
|