Birch Hill Investment Advisors’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 | – | Sell |
-2,637
| Closed | -$212K | – | 166 |
|
|
2023
Q3 | $212K | Hold |
2,637
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $233K | Hold |
2,637
| – | – | 0.01% | 146 |
|
|
2023
Q1 | $250K | Hold |
2,637
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $247K | Buy |
2,637
+240
| +10% | +$22.5K | 0.02% | 139 |
|
|
2022
Q3 | $214K | Hold |
2,397
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $241K | Hold |
2,397
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $239K | Hold |
2,397
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $233K | Buy |
+2,397
| New | +$233K | 0.01% | 163 |
|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$206K | – | 165 |
|
|
2021
Q1 | $206K | Hold |
2,200
| – | – | 0.01% | 154 |
|
|
2020
Q4 | $202K | Hold |
2,200
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $213K | Buy |
+2,200
| New | +$213K | 0.01% | 138 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$203K | – | 150 |
|
|
2019
Q4 | $203K | Hold |
2,200
| – | – | 0.01% | 146 |
|
|
2019
Q3 | $209K | Buy |
+2,200
| New | +$209K | 0.02% | 141 |
|