USCA RIA’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-38,348
| Closed | -$2.4M | – | 474 |
|
|
2018
Q1 | $2.4M | Buy |
+38,348
| New | +$2.4M | 0.26% | 121 |
|
|
2017
Q2 | – | Sell |
-36,064
| Closed | -$2.19M | – | 431 |
|
|
2017
Q1 | $2.19M | Buy |
36,064
+3,808
| +12% | +$231K | 0.32% | 95 |
|
|
2016
Q4 | $1.89M | Buy |
+32,256
| New | +$1.89M | 0.29% | 104 |
|