Banque Pictet & Cie’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,683
| Closed | -$349K | – | 614 |
|
2023
Q1 | $349K | Sell |
3,683
-3,053
| -45% | -$289K | ﹤0.01% | 522 |
|
2022
Q4 | $632K | Sell |
6,736
-172
| -2% | -$16.1K | 0.01% | 472 |
|
2022
Q3 | $618K | Buy |
6,908
+1,308
| +23% | +$117K | 0.01% | 468 |
|
2022
Q2 | $564 | Sell |
5,600
-316
| -5% | -$32 | 0.01% | 504 |
|
2022
Q1 | $590K | Sell |
5,916
-882
| -13% | -$88K | ﹤0.01% | 512 |
|
2021
Q4 | $660K | Buy |
+6,798
| New | +$660K | ﹤0.01% | 499 |
|