Austin Private Wealth’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 | – | Sell |
-2,011
| Closed | -$202K | – | 136 |
|
|
2022
Q2 | $202K | Buy |
+2,011
| New | +$202K | 0.04% | 124 |
|
|
2021
Q2 | – | Sell |
-3,838
| Closed | -$359K | – | 135 |
|
|
2021
Q1 | $359K | Sell |
3,838
-284
| -7% | -$26.6K | 0.09% | 74 |
|
|
2020
Q4 | $379K | Buy |
+4,122
| New | +$379K | 0.11% | 68 |
|