Alta Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$96.2K | – | 404 |
|
|
2024
Q3 | $96.2K | Hold |
1,000
| – | – | 0.04% | 308 |
|
|
2024
Q2 | $78.5K | Hold |
1,000
| – | – | 0.04% | 309 |
|
|
2024
Q1 | $82.1K | Hold |
1,000
| – | – | 0.04% | 308 |
|
|
2023
Q4 | $84.2K | Hold |
1,000
| – | – | 0.05% | 299 |
|
|
2023
Q3 | $80.6K | Hold |
1,000
| – | – | 0.05% | 284 |
|
|
2023
Q2 | $88.2K | Hold |
1,000
| – | – | 0.05% | 286 |
|
|
2023
Q1 | $94.8K | Hold |
1,000
| – | – | 0.06% | 251 |
|
|
2022
Q4 | $94K | Hold |
1,000
| – | – | 0.06% | 242 |
|
|
2022
Q3 | $89K | Buy |
+1,000
| New | +$89K | 0.06% | 227 |
|