B. Riley Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $605 | Buy |
+6,007
| New | +$605 | ﹤0.01% | 375 |
|
|
2015
Q3 | – | Sell |
-1,291
| Closed | -$58K | – | 750 |
|
|
2015
Q2 | $58K | Buy |
1,291
+234
| +22% | +$10.5K | 0.05% | 378 |
|
|
2015
Q1 | $52K | Buy |
1,057
+9
| +0.9% | +$443 | 0.04% | 401 |
|
|
2014
Q4 | $55K | Sell |
1,048
-20
| -2% | -$1.05K | 0.05% | 382 |
|
|
2014
Q3 | $45K | Buy |
1,068
+9
| +0.8% | +$379 | 0.03% | 433 |
|
|
2014
Q2 | $49K | Buy |
1,059
+407
| +62% | +$18.8K | 0.03% | 472 |
|
|
2014
Q1 | $30K | Buy |
+652
| New | +$30K | 0.02% | 556 |
|