Baker Avenue Asset 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
Q4
Sell
-183
Closed -$14.7K 1475
2023
Q3
$14.7K Buy
183
+16
+10% +$1.29K ﹤0.01% 696
2023
Q2
$14.7K Sell
167
-56
-25% -$4.94K ﹤0.01% 687
2023
Q1
$21.1K Sell
223
-67
-23% -$6.35K ﹤0.01% 652
2022
Q4
$27.2K Buy
+290
New +$27.2K ﹤0.01% 574