Versor Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-39,861
| Closed | -$3.13M | – | 1003 |
|
2024
Q2 | $3.13M | Buy |
+39,861
| New | +$3.13M | 0.58% | 18 |
|
2022
Q4 | – | Sell |
-7,393
| Closed | -$661K | – | 1003 |
|
2022
Q3 | $661K | Buy |
+7,393
| New | +$661K | 0.04% | 357 |
|
2021
Q3 | – | Sell |
-3,470
| Closed | -$309K | – | 583 |
|
2021
Q2 | $309K | Buy |
+3,470
| New | +$309K | 0.01% | 233 |
|
2018
Q4 | – | Sell |
-6,100
| Closed | -$407K | – | 326 |
|
2018
Q3 | $407K | Sell |
6,100
-600
| -9% | -$40K | 0.15% | 175 |
|
2018
Q2 | $433K | Buy |
+6,700
| New | +$433K | 0.15% | 183 |
|
2018
Q1 | – | Sell |
-4,200
| Closed | -$279K | – | 297 |
|
2017
Q4 | $279K | Buy |
+4,200
| New | +$279K | 0.08% | 211 |
|