Wealthfront’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.33M | Sell |
19,906
-459
| -2% | -$30.6K | 0.01% | 199 |
|
|
2018
Q2 | $1.32M | Sell |
20,365
-10,240
| -33% | -$662K | 0.01% | 192 |
|
|
2018
Q1 | $1.92M | Buy |
30,605
+16,297
| +114% | +$1.02M | 0.02% | 141 |
|
|
2017
Q4 | $950K | Buy |
14,308
+2,607
| +22% | +$173K | 0.01% | 233 |
|
|
2017
Q3 | $735K | Buy |
11,701
+542
| +5% | +$34K | 0.01% | 249 |
|
|
2017
Q2 | $685K | Buy |
11,159
+2,229
| +25% | +$137K | 0.01% | 210 |
|
|
2017
Q1 | $541K | Buy |
8,930
+1,133
| +15% | +$68.6K | 0.01% | 216 |
|
|
2016
Q4 | $457K | Buy |
7,797
+425
| +6% | +$24.9K | 0.01% | 213 |
|
|
2016
Q3 | $441K | Buy |
7,372
+864
| +13% | +$51.7K | 0.01% | 202 |
|
|
2016
Q2 | $425K | Buy |
6,508
+176
| +3% | +$11.5K | 0.01% | 193 |
|
|
2016
Q1 | $380K | Buy |
6,332
+1,166
| +23% | +$70K | 0.01% | 198 |
|
|
2015
Q4 | $265K | Sell |
5,166
-325
| -6% | -$16.7K | 0.01% | 244 |
|
|
2015
Q3 | $287K | Buy |
5,491
+2,245
| +69% | +$117K | 0.01% | 206 |
|
|
2015
Q2 | $147K | Buy |
3,246
+1,744
| +116% | +$79K | 0.01% | 325 |
|
|
2015
Q1 | $74K | Buy |
1,502
+427
| +40% | +$21K | ﹤0.01% | 440 |
|
|
2014
Q4 | $57K | Buy |
1,075
+188
| +21% | +$9.97K | ﹤0.01% | 462 |
|
|
2014
Q3 | $38K | Buy |
887
+275
| +45% | +$11.8K | ﹤0.01% | 458 |
|
|
2014
Q2 | $27K | Buy |
612
+156
| +34% | +$6.88K | ﹤0.01% | 467 |
|
|
2014
Q1 | $21K | Buy |
+456
| New | +$21K | ﹤0.01% | 427 |
|