American Portfolios Advisors’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 | $92.3K | Hold |
1,032
| – | – | ﹤0.01% | 1398 |
|
|
2022
Q2 | $104K | Buy |
1,032
+8
| +0.8% | +$805 | ﹤0.01% | 1378 |
|
|
2022
Q1 | $102K | Sell |
1,024
-462
| -31% | -$46.1K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $144K | Buy |
1,486
+445
| +43% | +$43.2K | ﹤0.01% | 1327 |
|
|
2021
Q3 | $91.8K | Sell |
1,041
-2,486
| -70% | -$219K | ﹤0.01% | 1496 |
|
|
2021
Q2 | $314K | Buy |
3,527
+2,628
| +292% | +$234K | 0.01% | 935 |
|
|
2021
Q1 | $84.1K | Sell |
899
-337
| -27% | -$31.5K | ﹤0.01% | 1389 |
|
|
2020
Q4 | $114K | Sell |
1,236
-74
| -6% | -$6.81K | 0.01% | 1103 |
|
|
2020
Q3 | $127K | Buy |
1,310
+2
| +0.2% | +$194 | 0.01% | 978 |
|
|
2020
Q2 | $115K | Buy |
1,308
+398
| +44% | +$34.9K | 0.01% | 947 |
|
|
2020
Q1 | $80.2K | Sell |
910
-452
| -33% | -$39.8K | 0.01% | 965 |
|
|
2019
Q4 | $126K | Sell |
1,362
-11,609
| -89% | -$1.07M | 0.01% | 940 |
|
|
2019
Q3 | $1.23M | Buy |
12,971
+5,829
| +82% | +$554K | 0.1% | 210 |
|
|
2019
Q2 | $595K | Sell |
7,142
-274
| -4% | -$22.8K | 0.05% | 344 |
|
|
2019
Q1 | $586K | Buy |
7,416
+546
| +8% | +$43.2K | 0.06% | 329 |
|
|
2018
Q4 | $476K | Hold |
6,870
| – | – | 0.06% | 288 |
|
|
2018
Q3 | $459K | Sell |
6,870
-100
| -1% | -$6.68K | 0.05% | 339 |
|
|
2018
Q2 | $451K | Buy |
6,970
+100
| +1% | +$6.47K | 0.06% | 307 |
|
|
2018
Q1 | $431K | Sell |
6,870
-429
| -6% | -$26.9K | 0.06% | 297 |
|
|
2017
Q4 | $485K | Buy |
+7,299
| New | +$485K | 0.08% | 261 |
|