6 Meridian’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,338
| Closed | -$208K | – | 506 |
|
|
2021
Q2 | $208K | Sell |
2,338
-82
| -3% | -$7.3K | 0.02% | 363 |
|
|
2021
Q1 | $226K | Buy |
+2,420
| New | +$226K | 0.02% | 289 |
|
|
2020
Q3 | – | Sell |
-2,356
| Closed | -$207K | – | 391 |
|
|
2020
Q2 | $207K | Sell |
2,356
-3,958
| -63% | -$348K | 0.02% | 295 |
|
|
2020
Q1 | $556K | Sell |
6,314
-49
| -0.8% | -$4.32K | 0.06% | 202 |
|
|
2019
Q4 | $587K | Buy |
6,363
+256
| +4% | +$23.6K | 0.05% | 271 |
|
|
2019
Q3 | $581K | Sell |
6,107
-722
| -11% | -$68.7K | 0.06% | 232 |
|
|
2019
Q2 | $569K | Buy |
6,829
+123
| +2% | +$10.2K | 0.06% | 215 |
|
|
2019
Q1 | $530K | Sell |
6,706
-728
| -10% | -$57.5K | 0.05% | 224 |
|
|
2018
Q4 | $515K | Sell |
7,434
-84
| -1% | -$5.82K | 0.06% | 211 |
|
|
2018
Q3 | $502K | Buy |
7,518
+209
| +3% | +$14K | 0.05% | 286 |
|
|
2018
Q2 | $473K | Sell |
7,309
-175
| -2% | -$11.3K | 0.05% | 287 |
|
|
2018
Q1 | $469K | Buy |
7,484
+538
| +8% | +$33.7K | 0.05% | 276 |
|
|
2017
Q4 | $461K | Buy |
+6,946
| New | +$461K | 0.05% | 280 |
|