Bank OZK’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,376
| Closed | -$386K | – | 154 |
|
|
2023
Q2 | $386K | Sell |
4,376
-236
| -5% | -$20.8K | 0.18% | 109 |
|
|
2023
Q1 | $437K | Hold |
4,612
| – | – | 0.22% | 89 |
|
|
2022
Q4 | $432K | Sell |
4,612
-400
| -8% | -$37.5K | 0.21% | 88 |
|
|
2022
Q3 | $448K | Sell |
5,012
-1
| -0% | -$89 | 0.24% | 87 |
|
|
2022
Q2 | $505K | Hold |
5,013
| – | – | 0.26% | 84 |
|
|
2022
Q1 | $500K | Sell |
5,013
-8,000
| -61% | -$798K | 0.21% | 88 |
|
|
2021
Q4 | $1.26M | Buy |
+13,013
| New | +$1.26M | 0.52% | 66 |
|