Advisor Partners II’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $818K | Buy |
10,154
+444
| +5% | +$35.8K | 0.03% | 550 |
|
|
2023
Q2 | $857K | Sell |
9,710
-986
| -9% | -$87K | 0.04% | 435 |
|
|
2023
Q1 | $1.01M | Buy |
10,696
+513
| +5% | +$48.6K | 0.06% | 353 |
|
|
2022
Q4 | $955K | Sell |
10,183
-2,659
| -21% | -$249K | 0.06% | 333 |
|
|
2022
Q3 | $1.15M | Buy |
+12,842
| New | +$1.15M | 0.09% | 241 |
|