THWM
Taylor Hoffman Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-394
| Closed | -$35K | – | 364 |
|
|
2020
Q2 | $35K | Buy |
+394
| New | +$35K | 0.02% | 216 |
|
|
2020
Q1 | – | Sell |
-394
| Closed | -$36K | – | 385 |
|
|
2019
Q4 | $36K | Hold |
394
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $37K | Hold |
394
| – | – | 0.03% | 228 |
|
|
2019
Q2 | $33K | Hold |
394
| – | – | 0.03% | 222 |
|
|
2019
Q1 | $31K | Hold |
394
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $27K | Hold |
394
| – | – | 0.02% | 222 |
|
|
2018
Q3 | $26K | Hold |
394
| – | – | 0.02% | 228 |
|
|
2018
Q2 | $25K | Sell |
394
-75
| -16% | -$4.76K | 0.02% | 220 |
|
|
2018
Q1 | $29K | Hold |
469
| – | – | 0.03% | 218 |
|
|
2017
Q4 | $31K | Buy |
+469
| New | +$31K | 0.03% | 220 |
|