Atlas Capital 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
Q1 | – | Sell |
-34
| Closed | -$3.3K | – | 971 |
|
|
2021
Q4 | $3.3K | Hold |
34
| – | – | ﹤0.01% | 824 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $3.02K | Buy |
+34
| New | +$3.02K | ﹤0.01% | 856 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$34.6K | – | 715 |
|
|
2019
Q4 | $34.6K | Sell |
375
-4,029
| -91% | -$372K | 0.01% | 499 |
|
|
2019
Q3 | $419K | Buy |
+4,404
| New | +$419K | 0.13% | 202 |
|