Buckingham Strategic Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $402K | Buy |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $427K | Buy |
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|
2019
Q4 | $443K | Buy |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $292K | Buy |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | $232K | Buy |
|