Woodmont Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-758
| Closed | -$45K | – | 617 |
|
|
2016
Q3 | $45K | Buy |
+758
| New | +$45K | 0.01% | 274 |
|
|
2016
Q2 | – | Sell |
-250
| Closed | -$15K | – | 451 |
|
|
2016
Q1 | $15K | Hold |
250
| – | – | ﹤0.01% | 374 |
|
|
2015
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 402 |
|
|
2015
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 404 |
|
|
2015
Q2 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 417 |
|