BCFD
Boit C.F. David’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3K | Hold |
867
| – | – | 0.04% | 103 |
|
|
2025
Q1 | $94.5K | Hold |
867
| – | – | 0.05% | 101 |
|
|
2024
Q4 | $81.5K | Hold |
867
| – | – | 0.03% | 104 |
|
|
2024
Q3 | $83.5K | Hold |
867
| – | – | 0.04% | 107 |
|
|
2024
Q2 | $68K | Hold |
867
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $71.6K | Hold |
867
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $75.1K | Hold |
867
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $6.68K | Hold |
867
| – | – | ﹤0.01% | 105 |
|
|
2023
Q2 | $76.5K | Hold |
867
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $83.9K | Hold |
867
| – | – | 0.06% | 86 |
|
|
2022
Q4 | $81.3K | Hold |
867
| – | – | 0.06% | 84 |
|
|
2022
Q3 | $78K | Buy |
+867
| New | +$78K | 0.06% | 84 |
|
|
2022
Q1 | $84K | Hold |
867
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $84K | Hold |
867
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $76K | Hold |
867
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $77K | Buy |
+867
| New | +$77K | 0.06% | 82 |
|