Vontobel Holding’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,565
| Closed | -$491K | – | 1217 |
|
|
2021
Q3 | $491K | Sell |
5,565
-416
| -7% | -$36.7K | ﹤0.01% | 801 |
|
|
2021
Q2 | $532K | Buy |
5,981
+315
| +6% | +$28K | ﹤0.01% | 742 |
|
|
2021
Q1 | $530K | Buy |
5,666
+1,802
| +47% | +$169K | ﹤0.01% | 657 |
|
|
2020
Q4 | $329K | Buy |
+3,864
| New | +$329K | ﹤0.01% | 732 |
|