Winfield Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-408
| Closed | -$28K | – | 658 |
|
|
2017
Q4 | $28K | Hold |
408
| – | – | 0.01% | 260 |
|
|
2017
Q3 | $26K | Hold |
408
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $25K | Hold |
408
| – | – | 0.01% | 261 |
|
|
2017
Q1 | $25K | Hold |
408
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $24K | Hold |
408
| – | – | 0.01% | 240 |
|
|
2016
Q3 | $24K | Hold |
408
| – | – | 0.02% | 236 |
|
|
2016
Q2 | $27K | Hold |
408
| – | – | 0.02% | 229 |
|
|
2016
Q1 | $25K | Hold |
408
| – | – | 0.02% | 222 |
|
|
2015
Q4 | $21K | Hold |
408
| – | – | 0.01% | 210 |
|
|
2015
Q3 | $21K | Hold |
408
| – | – | 0.02% | 203 |
|
|
2015
Q2 | $18K | Buy |
+408
| New | +$18K | 0.01% | 203 |
|