Boston Financial Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $242K | Sell |
2,572
-135
| -5% | -$12.7K | 0.01% | 307 |
|
|
2024
Q3 | $260K | Sell |
2,707
-52
| -2% | -$5K | 0.01% | 292 |
|
|
2024
Q2 | $216K | Hold |
2,759
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $227K | Sell |
2,759
-209
| -7% | -$17.2K | 0.01% | 312 |
|
|
2023
Q4 | $250K | Buy |
2,968
+29
| +1% | +$2.44K | 0.01% | 299 |
|
|
2023
Q3 | $237K | Sell |
2,939
-115
| -4% | -$9.26K | 0.01% | 284 |
|
|
2023
Q2 | $269K | Buy |
3,054
+82
| +3% | +$7.24K | 0.01% | 282 |
|
|
2023
Q1 | $282K | Buy |
2,972
+52
| +2% | +$4.93K | 0.01% | 275 |
|
|
2022
Q4 | $274K | Hold |
2,920
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $261K | Buy |
2,920
+155
| +6% | +$13.9K | 0.01% | 272 |
|
|
2022
Q2 | $278K | Buy |
2,765
+297
| +12% | +$29.9K | 0.01% | 253 |
|
|
2022
Q1 | $246K | Buy |
2,468
+314
| +15% | +$31.3K | 0.01% | 260 |
|
|
2021
Q4 | $209K | Sell |
2,154
-146
| -6% | -$14.2K | 0.01% | 254 |
|
|
2021
Q3 | $203K | Sell |
2,300
-100
| -4% | -$8.83K | 0.01% | 252 |
|
|
2021
Q2 | $213K | Hold |
2,400
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $225K | Sell |
2,400
-400
| -14% | -$37.5K | 0.01% | 221 |
|
|
2020
Q4 | $258K | Sell |
2,800
-540
| -16% | -$49.8K | 0.01% | 213 |
|
|
2020
Q3 | $324K | Hold |
3,340
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $293K | Hold |
3,340
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $294K | Hold |
3,340
| – | – | 0.02% | 198 |
|
|
2019
Q4 | $308K | Hold |
3,340
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $318K | Hold |
3,340
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $278K | Sell |
3,340
-290
| -8% | -$24.1K | 0.02% | 228 |
|
|
2019
Q1 | $287K | Buy |
+3,630
| New | +$287K | 0.02% | 229 |
|
|
2018
Q2 | – | Sell |
-3,610
| Closed | -$226K | – | 274 |
|
|
2018
Q1 | $226K | Hold |
3,610
| – | – | 0.02% | 246 |
|
|
2017
Q4 | $240K | Hold |
3,610
| – | – | 0.02% | 242 |
|
|
2017
Q3 | $227K | Hold |
3,610
| – | – | 0.02% | 243 |
|
|
2017
Q2 | $222K | Hold |
3,610
| – | – | 0.02% | 254 |
|
|
2017
Q1 | $219K | Hold |
3,610
| – | – | 0.02% | 255 |
|
|
2016
Q4 | $212K | Hold |
3,610
| – | – | 0.02% | 256 |
|
|
2016
Q3 | $216K | Hold |
3,610
| – | – | 0.02% | 240 |
|
|
2016
Q2 | $236K | Buy |
+3,610
| New | +$236K | 0.02% | 228 |
|