Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.69K | Hold |
67
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $5.4K | Buy |
67
+1
| +2% | +$81 | ﹤0.01% | 676 |
|
|
2023
Q2 | $5.86K | Buy |
66
+1
| +2% | +$89 | ﹤0.01% | 676 |
|
|
2023
Q1 | $6.24K | Hold |
65
| – | – | ﹤0.01% | 648 |
|
|
2022
Q4 | $6K | Buy |
65
+1
| +2% | +$92 | ﹤0.01% | 673 |
|
|
2022
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $6K | Buy |
64
+1
| +2% | +$94 | ﹤0.01% | 655 |
|
|
2022
Q1 | $6K | Hold |
63
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $6K | Buy |
63
+1
| +2% | +$95 | ﹤0.01% | 635 |
|
|
2021
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 565 |
|
|
2018
Q3 | – | Sell |
-227
| Closed | -$15K | – | 711 |
|
|
2018
Q2 | $15K | Buy |
+227
| New | +$15K | ﹤0.01% | 327 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$3K | – | 228 |
|
|
2013
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 259 |
|