Veritas Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,080
| Closed | -$492K | – | 56 |
|
2020
Q3 | $492K | Sell |
5,080
-300
| -6% | -$29.1K | 0.03% | 33 |
|
2020
Q2 | $471K | Hold |
5,380
| – | – | 0.03% | 32 |
|
2020
Q1 | $474K | Sell |
5,380
-430
| -7% | -$37.9K | 0.04% | 32 |
|
2019
Q4 | $536K | Hold |
5,810
| – | – | 0.04% | 27 |
|
2019
Q3 | $552K | Hold |
5,810
| – | – | 0.05% | 25 |
|
2019
Q2 | $484K | Hold |
5,810
| – | – | 0.04% | 25 |
|
2019
Q1 | $460K | Hold |
5,810
| – | – | 0.05% | 26 |
|
2018
Q4 | $402K | Hold |
5,810
| – | – | 0.05% | 26 |
|
2018
Q3 | $388K | Hold |
5,810
| – | – | 0.04% | 31 |
|
2018
Q2 | $376K | Hold |
5,810
| – | – | 0.05% | 27 |
|
2018
Q1 | $364K | Hold |
5,810
| – | – | 0.05% | 30 |
|
2017
Q4 | $386K | Hold |
5,810
| – | – | 0.05% | 30 |
|
2017
Q3 | $365K | Hold |
5,810
| – | – | 0.05% | 30 |
|
2017
Q2 | $357K | Hold |
5,810
| – | – | 0.05% | 32 |
|
2017
Q1 | $352K | Hold |
5,810
| – | – | 0.06% | 37 |
|
2016
Q4 | $341K | Hold |
5,810
| – | – | 0.06% | 39 |
|
2016
Q3 | $348K | Hold |
5,810
| – | – | 0.07% | 41 |
|
2016
Q2 | $379K | Hold |
5,810
| – | – | 0.07% | 37 |
|
2016
Q1 | $349K | Hold |
5,810
| – | – | 0.07% | 41 |
|
2015
Q4 | $298K | Hold |
5,810
| – | – | 0.06% | 48 |
|
2015
Q3 | $303K | Hold |
5,810
| – | – | 0.08% | 42 |
|
2015
Q2 | $262K | Hold |
5,810
| – | – | 0.07% | 45 |
|
2015
Q1 | $288K | Buy |
+5,810
| New | +$288K | 0.1% | 40 |
|
2014
Q4 | – | Sell |
-5,810
| Closed | -$250K | – | 56 |
|
2014
Q3 | $250K | Hold |
5,810
| – | – | 0.08% | 44 |
|
2014
Q2 | $273K | Hold |
5,810
| – | – | 0.09% | 52 |
|
2014
Q1 | $270K | Sell |
5,810
-2,000
| -26% | -$92.9K | 0.11% | 45 |
|
2013
Q4 | $323K | Hold |
7,810
| – | – | 0.15% | 41 |
|
2013
Q3 | $314K | Buy |
+7,810
| New | +$314K | 0.18% | 36 |
|