TAM
Tiverton Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $287K | Buy |
3,016
+1,343
| +80% | +$128K | 0.01% | 501 |
|
|
2019
Q2 | $140K | Hold |
1,673
| – | – | 0.01% | 590 |
|
|
2019
Q1 | $132K | Buy |
1,673
+347
| +26% | +$27.4K | 0.01% | 559 |
|
|
2018
Q4 | $92K | Hold |
1,326
| – | – | 0.01% | 380 |
|
|
2018
Q3 | $89K | Hold |
1,326
| – | – | ﹤0.01% | 372 |
|
|
2018
Q2 | $86K | Hold |
1,326
| – | – | ﹤0.01% | 369 |
|
|
2018
Q1 | $83K | Sell |
1,326
-931
| -41% | -$58.3K | 0.01% | 413 |
|
|
2017
Q4 | $150K | Sell |
2,257
-22
| -1% | -$1.46K | 0.01% | 422 |
|
|
2017
Q3 | $143K | Buy |
+2,279
| New | +$143K | 0.01% | 194 |
|