BerganKDV Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $75.8K | Sell |
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2023
Q1 | $120K | Buy |
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|
2022
Q4 | $64K | Sell |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $116K | Hold |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $192K | Buy |
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|
2021
Q1 | $108K | Sell |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $113K | Hold |
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|
2020
Q2 | $102K | Sell |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $109K | Buy |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $88K | Hold |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $75K | Hold |
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|
2018
Q2 | $72K | Buy |
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