BTR Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | $201K | Buy |
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