44 Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.91M | Sell |
67,012
-804
| -1% | -$70.9K | 2.02% | 6 |
|
|
2023
Q1 | $6.43M | Buy |
67,816
+1,641
| +2% | +$156K | 2.18% | 5 |
|
|
2022
Q4 | $6.2M | Buy |
66,175
+147
| +0.2% | +$13.8K | 2.15% | 7 |
|
|
2022
Q3 | $5.91M | Sell |
66,028
-27
| -0% | -$2.42K | 2.43% | 5 |
|
|
2022
Q2 | $6.65M | Buy |
66,055
+229
| +0.3% | +$23K | 2.57% | 4 |
|
|
2022
Q1 | $6.57M | Sell |
65,826
-782
| -1% | -$78.1K | 2.37% | 6 |
|
|
2021
Q4 | $6.47M | Buy |
+66,608
| New | +$6.47M | 2.24% | 8 |
|
|
2021
Q1 | – | Sell |
-3,246
| Closed | -$299K | – | 189 |
|
|
2020
Q4 | $299K | Buy |
+3,246
| New | +$299K | 0.14% | 121 |
|