WFG Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $277K | Sell |
4,509
-218
| -5% | -$13.4K | 0.06% | 298 |
|
|
2017
Q1 | $287K | Sell |
4,727
-741
| -14% | -$45K | 0.08% | 266 |
|
|
2016
Q4 | $321K | Buy |
5,468
+1,128
| +26% | +$66.2K | 0.08% | 271 |
|
|
2016
Q3 | $260K | Sell |
4,340
-82
| -2% | -$4.91K | 0.06% | 303 |
|
|
2016
Q2 | $289K | Buy |
4,422
+27
| +0.6% | +$1.77K | 0.08% | 252 |
|
|
2016
Q1 | $264K | Buy |
4,395
+1,610
| +58% | +$96.7K | 0.08% | 253 |
|
|
2015
Q4 | $143K | Buy |
2,785
+25
| +0.9% | +$1.28K | 0.04% | 381 |
|
|
2015
Q3 | $144K | Buy |
2,760
+73
| +3% | +$3.81K | 0.05% | 367 |
|
|
2015
Q2 | $121K | Buy |
2,687
+127
| +5% | +$5.72K | 0.03% | 479 |
|
|
2015
Q1 | $127K | Buy |
2,560
+42
| +2% | +$2.08K | 0.04% | 460 |
|
|
2014
Q4 | $133K | Sell |
2,518
-409
| -14% | -$21.6K | 0.03% | 556 |
|
|
2014
Q3 | $126K | Buy |
2,927
+510
| +21% | +$22K | 0.02% | 582 |
|
|
2014
Q2 | $113K | Buy |
2,417
+71
| +3% | +$3.32K | 0.02% | 617 |
|
|
2014
Q1 | $109K | Buy |
2,346
+187
| +9% | +$8.69K | 0.02% | 612 |
|
|
2013
Q4 | $89K | Sell |
2,159
-2
| -0.1% | -$82 | 0.01% | 787 |
|
|
2013
Q3 | $87K | Buy |
2,161
+16
| +0.7% | +$644 | 0.01% | 747 |
|
|
2013
Q2 | $88K | Buy |
+2,145
| New | +$88K | 0.01% | 704 |
|