SVA Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $438K | Hold |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $443K | Buy |
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|
2018
Q4 | $383K | Sell |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $465K | Sell |
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $464K | Buy |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $224K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $218K | Buy |
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