Bank Julius Baer & Co’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 |
-1,719
| Closed | -$173K | – | 635 |
|
|
2022
Q2 | $173K | Hold |
1,719
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $172K | Hold |
1,719
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $167K | Buy |
1,719
+37
| +2% | +$3.6K | ﹤0.01% | 549 |
|
|
2021
Q3 | $148K | Sell |
1,682
-207
| -11% | -$18.2K | ﹤0.01% | 591 |
|
|
2021
Q2 | $168K | Buy |
1,889
+53
| +3% | +$4.71K | ﹤0.01% | 590 |
|
|
2021
Q1 | $172K | Sell |
1,836
-489
| -21% | -$45.8K | ﹤0.01% | 563 |
|
|
2020
Q4 | $214K | Buy |
2,325
+141
| +6% | +$13K | ﹤0.01% | 574 |
|
|
2020
Q3 | $212K | Buy |
2,184
+3
| +0.1% | +$291 | ﹤0.01% | 499 |
|
|
2020
Q2 | $191K | Buy |
2,181
+183
| +9% | +$16K | ﹤0.01% | 471 |
|
|
2020
Q1 | $176K | Buy |
+1,998
| New | +$176K | ﹤0.01% | 409 |
|