BAM
Bruderman Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $782K | Sell |
7,766
-222
| -3% | -$22.4K | 1.4% | 30 |
|
|
2022
Q1 | $798K | Sell |
7,988
-6,272
| -44% | -$627K | 1.2% | 34 |
|
|
2021
Q4 | $1.39M | Sell |
14,260
-28,198
| -66% | -$2.74M | 1.06% | 34 |
|
|
2021
Q3 | $3.75M | Buy |
42,458
+516
| +1% | +$45.5K | 0.94% | 36 |
|
|
2021
Q2 | $3.73M | Buy |
41,942
+468
| +1% | +$41.6K | 1.16% | 32 |
|
|
2021
Q1 | $3.88M | Buy |
41,474
+574
| +1% | +$53.7K | 1.08% | 31 |
|
|
2020
Q4 | $3.76M | Buy |
40,900
+1,059
| +3% | +$97.5K | 1.09% | 31 |
|
|
2020
Q3 | $3.86M | Sell |
39,841
-3,727
| -9% | -$361K | 1.27% | 28 |
|
|
2020
Q2 | $3.89M | Sell |
43,568
-32,177
| -42% | -$2.87M | 1.29% | 30 |
|
|
2020
Q1 | $6.33M | Sell |
75,745
-1,006
| -1% | -$84K | 2.51% | 9 |
|
|
2019
Q4 | $6.96M | Sell |
76,751
-538
| -0.7% | -$48.8K | 2.17% | 13 |
|
|
2019
Q3 | $6.79M | Sell |
77,289
-10,381
| -12% | -$912K | 1.72% | 18 |
|
|
2019
Q2 | $7.31M | Sell |
87,670
-441
| -0.5% | -$36.8K | 1.72% | 18 |
|
|
2019
Q1 | $6.97M | Sell |
88,111
-8,858
| -9% | -$701K | 1.53% | 23 |
|
|
2018
Q4 | $6.72M | Buy |
96,969
+84
| +0.1% | +$5.82K | 1.73% | 19 |
|
|
2018
Q3 | $6.47M | Buy |
96,885
+21,613
| +29% | +$1.44M | 1.48% | 22 |
|
|
2018
Q2 | $4.87M | Buy |
+75,272
| New | +$4.87M | 1.18% | 28 |
|