Atlas Private Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54
| Closed | -$5K | – | 716 |
|
|
2021
Q3 | $5K | Sell |
54
-8
| -13% | -$741 | ﹤0.01% | 577 |
|
|
2021
Q2 | $6K | Buy |
62
+8
| +15% | +$774 | ﹤0.01% | 560 |
|
|
2021
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 541 |
|
|
2020
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 515 |
|