Altium Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $225K | Buy |
2,232
+12
| +0.5% | +$1.21K | 0.02% | 337 |
|
|
2022
Q1 | $222K | Hold |
2,220
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $215K | Buy |
+2,220
| New | +$215K | 0.01% | 358 |
|
|
2021
Q2 | – | Sell |
-2,188
| Closed | -$205K | – | 384 |
|
|
2021
Q1 | $205K | Sell |
2,188
-17
| -0.8% | -$1.59K | 0.02% | 358 |
|
|
2020
Q4 | $203K | Buy |
2,205
+8
| +0.4% | +$737 | 0.02% | 334 |
|
|
2020
Q3 | $213K | Buy |
+2,197
| New | +$213K | 0.02% | 309 |
|
|
2020
Q1 | – | Sell |
-2,209
| Closed | -$204K | – | 365 |
|
|
2019
Q4 | $204K | Sell |
2,209
-8
| -0.4% | -$739 | 0.02% | 268 |
|
|
2019
Q3 | $211K | Buy |
+2,217
| New | +$211K | 0.03% | 264 |
|