SWM
SVA Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $464K | Buy |
5,038
+516
| +11% | +$47.5K | 0.04% | 173 |
|
|
2020
Q3 | $438K | Hold |
4,522
| – | – | 0.04% | 162 |
|
|
2020
Q2 | $396K | Sell |
4,522
-199
| -4% | -$17.4K | 0.04% | 155 |
|
|
2020
Q1 | $416K | Buy |
4,721
+976
| +26% | +$86K | 0.05% | 155 |
|
|
2019
Q4 | $345K | Sell |
3,745
-1,866
| -33% | -$172K | 0.03% | 171 |
|
|
2019
Q3 | $534K | Buy |
5,611
+186
| +3% | +$17.7K | 0.05% | 146 |
|
|
2019
Q2 | $452K | Sell |
5,425
-176
| -3% | -$14.7K | 0.04% | 158 |
|
|
2019
Q1 | $443K | Buy |
5,601
+72
| +1% | +$5.7K | 0.04% | 159 |
|
|
2018
Q4 | $383K | Sell |
5,529
-284
| -5% | -$19.7K | 0.04% | 163 |
|
|
2018
Q3 | $388K | Sell |
5,813
-1,374
| -19% | -$91.7K | 0.04% | 167 |
|
|
2018
Q2 | $465K | Sell |
7,187
-207
| -3% | -$13.4K | 0.05% | 157 |
|
|
2018
Q1 | $464K | Sell |
7,394
-1,106
| -13% | -$69.4K | 0.06% | 147 |
|
|
2017
Q4 | $565K | Buy |
8,500
+1,106
| +15% | +$73.5K | 0.07% | 142 |
|
|
2017
Q3 | $464K | Buy |
7,394
+2,933
| +66% | +$184K | 0.06% | 147 |
|
|
2017
Q2 | $274K | Buy |
4,461
+761
| +21% | +$46.7K | 0.04% | 177 |
|
|
2017
Q1 | $224K | Buy |
+3,700
| New | +$224K | 0.03% | 182 |
|
|
2015
Q4 | – | Sell |
-4,173
| Closed | -$218K | – | 217 |
|
|
2015
Q3 | $218K | Buy |
+4,173
| New | +$218K | 0.04% | 193 |
|