Williams Jones & Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $296K | Sell |
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|
2017
Q4 | $341K | Hold |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $355K | Buy |
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|
2016
Q4 | $277K | Hold |
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|
2016
Q3 | $283K | Hold |
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|
2016
Q2 | $309K | Buy |
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|
2016
Q1 | $224K | Buy |
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