WealthTrust Fairport’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-332
| Closed | -$16K | – | 411 |
|
|
2014
Q2 | $16K | Buy |
332
+40
| +14% | +$1.93K | ﹤0.01% | 214 |
|
|
2014
Q1 | $14K | Hold |
292
| – | – | ﹤0.01% | 205 |
|
|
2013
Q4 | $12K | Sell |
292
-195
| -40% | -$8.01K | ﹤0.01% | 204 |
|
|
2013
Q3 | $20K | Hold |
487
| – | – | ﹤0.01% | 212 |
|
|
2013
Q2 | $20K | Buy |
+487
| New | +$20K | ﹤0.01% | 196 |
|