Almanack Investment Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,329
| Closed | -$536K | – | 965 |
|
|
2022
Q2 | $536K | Sell |
5,329
-60
| -1% | -$6.04K | 0.05% | 221 |
|
|
2022
Q1 | $538K | Sell |
5,389
-177
| -3% | -$17.7K | 0.05% | 248 |
|
|
2021
Q4 | $540K | Buy |
5,566
+36
| +0.7% | +$3.49K | 0.04% | 248 |
|
|
2021
Q3 | $488K | Buy |
5,530
+177
| +3% | +$15.6K | 0.04% | 261 |
|
|
2021
Q2 | $476K | Buy |
5,353
+8
| +0.1% | +$711 | 0.05% | 235 |
|
|
2021
Q1 | $500K | Buy |
5,345
+562
| +12% | +$52.6K | 0.05% | 232 |
|
|
2020
Q4 | $440K | Buy |
4,783
+120
| +3% | +$11K | 0.05% | 233 |
|
|
2020
Q3 | $489K | Buy |
4,663
+409
| +10% | +$42.9K | 0.06% | 215 |
|
|
2020
Q2 | $373K | Sell |
4,254
-1,747
| -29% | -$153K | 0.07% | 154 |
|
|
2020
Q1 | $529K | Buy |
6,001
+1,890
| +46% | +$167K | 0.11% | 118 |
|
|
2019
Q4 | $379K | Sell |
4,111
-648
| -14% | -$59.7K | 0.07% | 127 |
|
|
2019
Q3 | $453K | Buy |
4,759
+231
| +5% | +$22K | 0.09% | 124 |
|
|
2019
Q2 | $377K | Buy |
4,528
+130
| +3% | +$10.8K | 0.09% | 115 |
|
|
2019
Q1 | $348K | Buy |
+4,398
| New | +$348K | 0.1% | 95 |
|