Willingdon Wealth Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$92K Buy
2019
Q4
Sell
2019
Q3
$2K Sell
2019
Q2
$87K Hold
2019
Q1
$83K Hold
2018
Q4
$73K Hold
2018
Q3
$70K Hold
2018
Q2
$68K Hold
2018
Q1
$66K Hold
2017
Q4
$70K Hold
2017
Q3
$66K Buy