AUA Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-42
| Closed | -$3.94K | – | 332 |
|
2022
Q4 | $3.94K | Hold |
42
| – | – | ﹤0.01% | 201 |
|
2022
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 216 |
|
2022
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 225 |
|
2022
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 232 |
|
2021
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 221 |
|
2021
Q3 | $4K | Sell |
42
-7
| -14% | -$667 | ﹤0.01% | 224 |
|
2021
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 222 |
|
2021
Q1 | $5K | Sell |
49
-7
| -13% | -$714 | ﹤0.01% | 212 |
|
2020
Q4 | $5K | Sell |
56
-1
| -2% | -$89 | ﹤0.01% | 200 |
|
2020
Q3 | $6K | Buy |
+57
| New | +$6K | 0.01% | 180 |
|