Bedel Financial Consulting’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-130
| Closed | -$13K | – | 916 |
|
|
2022
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $11K | Hold |
130
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $12K | Hold |
130
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $12K | Buy |
130
+1
| +0.8% | +$92 | ﹤0.01% | 618 |
|
|
2020
Q4 | $12K | Hold |
129
| – | – | 0.01% | 534 |
|
|
2020
Q3 | $13K | Hold |
129
| – | – | 0.01% | 486 |
|
|
2020
Q2 | $11K | Hold |
129
| – | – | 0.01% | 481 |
|
|
2020
Q1 | $11K | Hold |
129
| – | – | 0.01% | 464 |
|
|
2019
Q4 | $12K | Hold |
129
| – | – | 0.01% | 479 |
|
|
2019
Q3 | $12K | Buy |
129
+63
| +95% | +$5.86K | 0.01% | 458 |
|
|
2019
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 553 |
|
|
2019
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 580 |
|
|
2018
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 578 |
|
|
2018
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 579 |
|
|
2018
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 579 |
|