Access Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,160
| Closed | -$2.32M | – | 112 |
|
|
2020
Q4 | $2.32M | Buy |
25,160
+12,679
| +102% | +$1.17M | 1.13% | 21 |
|
|
2020
Q3 | $1.21M | Sell |
12,481
-39
| -0.3% | -$3.78K | 0.65% | 42 |
|
|
2020
Q2 | $1.1M | Buy |
+12,520
| New | +$1.1M | 0.72% | 42 |
|
|
2017
Q2 | – | Sell |
-3,920
| Closed | -$238K | – | 71 |
|
|
2017
Q1 | $238K | Buy |
+3,920
| New | +$238K | 0.2% | 64 |
|