WWM
Willingdon Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $92K | Buy |
+1,049
| New | +$92K | 0.02% | 135 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$2K | – | 544 |
|
|
2019
Q3 | $2K | Sell |
19
-1,030
| -98% | -$108K | ﹤0.01% | 370 |
|
|
2019
Q2 | $87K | Hold |
1,049
| – | – | 0.02% | 152 |
|
|
2019
Q1 | $83K | Hold |
1,049
| – | – | 0.02% | 156 |
|
|
2018
Q4 | $73K | Hold |
1,049
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $70K | Hold |
1,049
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $68K | Hold |
1,049
| – | – | 0.02% | 169 |
|
|
2018
Q1 | $66K | Hold |
1,049
| – | – | 0.02% | 153 |
|
|
2017
Q4 | $70K | Hold |
1,049
| – | – | 0.02% | 147 |
|
|
2017
Q3 | $66K | Buy |
+1,049
| New | +$66K | 0.02% | 142 |
|