Capital Advisory Group Advisory Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$10K | – | 489 |
|
|
2022
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 373 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$9K | – | 515 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $9K | Sell |
100
-31
| -24% | -$2.79K | ﹤0.01% | 382 |
|
|
2020
Q3 | $13K | Sell |
131
-25
| -16% | -$2.48K | 0.01% | 298 |
|
|
2020
Q2 | $14K | Hold |
156
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $14K | Buy |
+156
| New | +$14K | 0.02% | 201 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$10K | – | 420 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 274 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2018
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 263 |
|