Yorktown Management & Research Company’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,900
| Closed | -$260K | – | 355 |
|
|
2018
Q3 | $260K | Hold |
3,900
| – | – | 0.08% | 327 |
|
|
2018
Q2 | $252K | Hold |
3,900
| – | – | 0.07% | 314 |
|
|
2018
Q1 | $245K | Hold |
3,900
| – | – | 0.07% | 332 |
|
|
2017
Q4 | $259K | Hold |
3,900
| – | – | 0.07% | 331 |
|
|
2017
Q3 | $245K | Hold |
3,900
| – | – | 0.06% | 325 |
|
|
2017
Q2 | $239K | Hold |
3,900
| – | – | 0.08% | 247 |
|
|
2017
Q1 | $236K | Hold |
3,900
| – | – | 0.06% | 286 |
|
|
2016
Q4 | $229K | Buy |
+3,900
| New | +$229K | 0.06% | 305 |
|