Buckingham Strategic Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $223K | Sell |
2,841
-70
| -2% | -$5.49K | ﹤0.01% | 677 |
|
|
2024
Q1 | $239K | Buy |
2,911
+7
| +0.2% | +$575 | ﹤0.01% | 658 |
|
|
2023
Q4 | $244K | Buy |
+2,904
| New | +$244K | ﹤0.01% | 632 |
|
|
2023
Q3 | – | Sell |
-2,504
| Closed | -$221K | – | 717 |
|
|
2023
Q2 | $221K | Sell |
2,504
-545
| -18% | -$48.1K | ﹤0.01% | 610 |
|
|
2023
Q1 | $286K | Hold |
3,049
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $286K | Sell |
3,049
-204
| -6% | -$19.1K | 0.01% | 492 |
|
|
2022
Q3 | $291K | Buy |
3,253
+874
| +37% | +$78.2K | 0.01% | 474 |
|
|
2022
Q2 | $239K | Sell |
2,379
-31
| -1% | -$3.11K | ﹤0.01% | 516 |
|
|
2022
Q1 | $241K | Buy |
2,410
+275
| +13% | +$27.5K | ﹤0.01% | 523 |
|
|
2021
Q4 | $207K | Sell |
2,135
-1,074
| -33% | -$104K | ﹤0.01% | 558 |
|
|
2021
Q3 | $283K | Sell |
3,209
-241
| -7% | -$21.3K | 0.01% | 475 |
|
|
2021
Q2 | $307K | Buy |
3,450
+176
| +5% | +$15.7K | 0.01% | 460 |
|
|
2021
Q1 | $306K | Sell |
3,274
-727
| -18% | -$67.9K | 0.02% | 435 |
|
|
2020
Q4 | $368K | Sell |
4,001
-143
| -3% | -$13.2K | 0.02% | 376 |
|
|
2020
Q3 | $402K | Buy |
4,144
+212
| +5% | +$20.6K | 0.03% | 301 |
|
|
2020
Q2 | $345K | Sell |
3,932
-917
| -19% | -$80.5K | 0.03% | 285 |
|
|
2020
Q1 | $427K | Buy |
4,849
+47
| +1% | +$4.14K | 0.04% | 274 |
|
|
2019
Q4 | $443K | Buy |
4,802
+1,103
| +30% | +$102K | 0.04% | 272 |
|
|
2019
Q3 | $352K | Sell |
3,699
-1,860
| -33% | -$177K | 0.04% | 290 |
|
|
2019
Q2 | $463K | Buy |
5,559
+731
| +15% | +$60.9K | 0.05% | 255 |
|
|
2019
Q1 | $382K | Buy |
4,828
+611
| +14% | +$48.3K | 0.05% | 274 |
|
|
2018
Q4 | $292K | Buy |
4,217
+2
| +0% | +$138 | 0.04% | 272 |
|
|
2018
Q3 | $281K | Sell |
4,215
-636
| -13% | -$42.4K | 0.04% | 279 |
|
|
2018
Q2 | $314K | Sell |
4,851
-167
| -3% | -$10.8K | 0.05% | 256 |
|
|
2018
Q1 | $315K | Buy |
5,018
+323
| +7% | +$20.3K | 0.06% | 234 |
|
|
2017
Q4 | $312K | Buy |
4,695
+51
| +1% | +$3.39K | 0.07% | 234 |
|
|
2017
Q3 | $292K | Buy |
4,644
+696
| +18% | +$43.8K | 0.07% | 230 |
|
|
2017
Q2 | $242K | Sell |
3,948
-44
| -1% | -$2.7K | 0.06% | 252 |
|
|
2017
Q1 | $242K | Buy |
3,992
+35
| +0.9% | +$2.12K | 0.07% | 212 |
|
|
2016
Q4 | $232K | Buy |
+3,957
| New | +$232K | 0.07% | 199 |
|