Bray Capital Advisors’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 | $150K | Hold |
1,592
| – | – | 0.04% | 138 |
|
2024
Q3 | $153K | Hold |
1,592
| – | – | 0.04% | 145 |
|
2024
Q2 | $125K | Hold |
1,592
| – | – | 0.03% | 146 |
|
2024
Q1 | $131K | Hold |
1,592
| – | – | 0.03% | 149 |
|
2023
Q4 | $134K | Hold |
1,592
| – | – | 0.04% | 145 |
|
2023
Q3 | $128K | Hold |
1,592
| – | – | 0.04% | 141 |
|
2023
Q2 | $140K | Hold |
1,592
| – | – | 0.04% | 143 |
|
2023
Q1 | $151K | Hold |
1,592
| – | – | 0.04% | 144 |
|
2022
Q4 | $149K | Hold |
1,592
| – | – | 0.05% | 143 |
|
2022
Q3 | $142K | Hold |
1,592
| – | – | 0.04% | 143 |
|
2022
Q2 | $160K | Hold |
1,592
| – | – | 0.05% | 139 |
|
2022
Q1 | $159K | Hold |
1,592
| – | – | 0.04% | 144 |
|
2021
Q4 | $155K | Hold |
1,592
| – | – | 0.04% | 149 |
|
2021
Q3 | $140K | Hold |
1,592
| – | – | 0.04% | 148 |
|
2021
Q2 | $142K | Hold |
1,592
| – | – | 0.04% | 147 |
|
2021
Q1 | $149K | Hold |
1,592
| – | – | 0.04% | 145 |
|
2020
Q4 | $147K | Hold |
1,592
| – | – | 0.04% | 145 |
|
2020
Q3 | $154K | Hold |
1,592
| – | – | 0.05% | 135 |
|
2020
Q2 | $140K | Hold |
1,592
| – | – | 0.05% | 140 |
|
2020
Q1 | $140K | Hold |
1,592
| – | – | 0.06% | 131 |
|
2019
Q4 | $147K | Hold |
1,592
| – | – | 0.05% | 151 |
|
2019
Q3 | $151K | Hold |
1,592
| – | – | 0.06% | 150 |
|
2019
Q2 | $133K | Hold |
1,592
| – | – | 0.05% | 167 |
|
2019
Q1 | $126K | Hold |
1,592
| – | – | 0.05% | 167 |
|
2018
Q4 | $110K | Hold |
1,592
| – | – | 0.06% | 174 |
|
2018
Q3 | $106K | Hold |
1,592
| – | – | 0.05% | 175 |
|
2018
Q2 | $103K | Hold |
1,592
| – | – | 0.05% | 170 |
|
2018
Q1 | $100K | Buy |
+1,592
| New | +$100K | 0.05% | 172 |
|
2015
Q4 | – | Sell |
-1,592
| Closed | -$83K | – | 313 |
|
2015
Q3 | $83K | Sell |
1,592
-1
| -0.1% | -$52 | 0.05% | 176 |
|
2015
Q2 | $72K | Buy |
+1,593
| New | +$72K | 0.04% | 197 |
|