AFS
Axiom Financial Strategies’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,939
| Closed | -$237K | – | 37 |
|
|
2023
Q3 | $237K | Sell |
2,939
-45
| -2% | -$3.63K | 0.16% | 31 |
|
|
2023
Q2 | $263K | Hold |
2,984
| – | – | 0.15% | 33 |
|
|
2023
Q1 | $283K | Buy |
2,984
+193
| +7% | +$18.3K | 0.16% | 29 |
|
|
2022
Q4 | $262K | Buy |
2,791
+434
| +18% | +$40.7K | 0.16% | 33 |
|
|
2022
Q3 | $211K | Sell |
2,357
-232
| -9% | -$20.8K | 0.11% | 65 |
|
|
2022
Q2 | $261K | Hold |
2,589
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $260K | Sell |
2,589
-27
| -1% | -$2.71K | 0.13% | 59 |
|
|
2021
Q4 | $254K | Sell |
2,616
-124
| -5% | -$12K | 0.12% | 65 |
|
|
2021
Q3 | $242K | Buy |
2,740
+24
| +0.9% | +$2.12K | 0.11% | 63 |
|
|
2021
Q2 | $242K | Sell |
2,716
-173
| -6% | -$15.4K | 0.11% | 58 |
|
|
2021
Q1 | $270K | Buy |
2,889
+168
| +6% | +$15.7K | 0.13% | 52 |
|
|
2020
Q4 | $264K | Hold |
2,721
| – | – | 0.16% | 50 |
|
|
2020
Q3 | $264K | Sell |
2,721
-470
| -15% | -$45.6K | 0.16% | 50 |
|
|
2020
Q2 | $280K | Buy |
3,191
+722
| +29% | +$63.4K | 0.18% | 47 |
|
|
2020
Q1 | $218K | Buy |
+2,469
| New | +$218K | 0.18% | 56 |
|