Certified Advisory Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-35
| Closed | -$4K | – | 257 |
|
|
2022
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 202 |
|
|
2021
Q2 | – | Sell |
-264
| Closed | -$25K | – | 741 |
|
|
2021
Q1 | $25K | Buy |
+264
| New | +$25K | 0.01% | 454 |
|
|
2020
Q2 | $23K | Buy |
259
+2
| +0.8% | +$178 | 0.01% | 417 |
|
|
2020
Q1 | $23K | Buy |
257
+2
| +0.8% | +$179 | 0.01% | 391 |
|
|
2019
Q4 | $24K | Buy |
255
+2
| +0.8% | +$188 | 0.01% | 447 |
|
|
2019
Q3 | $24K | Buy |
253
+1
| +0.4% | +$95 | 0.01% | 454 |
|
|
2019
Q2 | $21K | Buy |
252
+2
| +0.8% | +$167 | 0.01% | 484 |
|
|
2019
Q1 | $20K | Sell |
250
-112
| -31% | -$8.96K | 0.01% | 456 |
|
|
2018
Q4 | $25K | Buy |
362
+112
| +45% | +$7.74K | 0.01% | 387 |
|
|
2018
Q3 | $17K | Hold |
250
| – | – | 0.01% | 483 |
|
|
2018
Q2 | $15K | Hold |
250
| – | – | 0.01% | 481 |
|
|
2018
Q1 | $15K | Hold |
250
| – | – | 0.01% | 457 |
|
|
2017
Q4 | $16K | Buy |
+250
| New | +$16K | 0.01% | 406 |
|