Cetera Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.36M | Buy |
28,740
+12,471
| +77% | +$1.02M | 0.02% | 741 |
|
|
2023
Q4 | $1.37M | Buy |
16,269
+8,923
| +121% | +$751K | 0.02% | 647 |
|
|
2023
Q3 | $592K | Sell |
7,346
-116
| -2% | -$9.34K | 0.01% | 969 |
|
|
2023
Q2 | $658K | Buy |
7,462
+602
| +9% | +$53.1K | 0.01% | 913 |
|
|
2023
Q1 | $650K | Buy |
6,860
+146
| +2% | +$13.8K | 0.01% | 885 |
|
|
2022
Q4 | $630K | Buy |
6,714
+1,448
| +27% | +$136K | 0.01% | 865 |
|
|
2022
Q3 | $471K | Sell |
5,266
-1,460
| -22% | -$131K | 0.01% | 803 |
|
|
2022
Q2 | $677K | Buy |
6,726
+742
| +12% | +$74.7K | 0.02% | 720 |
|
|
2022
Q1 | $597K | Buy |
5,984
+986
| +20% | +$98.4K | 0.01% | 809 |
|
|
2021
Q4 | $485K | Sell |
4,998
-585
| -10% | -$56.8K | 0.01% | 897 |
|
|
2021
Q3 | $492K | Buy |
5,583
+893
| +19% | +$78.7K | 0.01% | 891 |
|
|
2021
Q2 | $417K | Buy |
4,690
+950
| +25% | +$84.5K | 0.01% | 905 |
|
|
2021
Q1 | $350K | Buy |
3,740
+34
| +0.9% | +$3.18K | 0.01% | 883 |
|
|
2020
Q4 | $341K | Buy |
3,706
+618
| +20% | +$56.9K | 0.01% | 779 |
|
|
2020
Q3 | $299K | Sell |
3,088
-232
| -7% | -$22.5K | 0.01% | 729 |
|
|
2020
Q2 | $291K | Buy |
3,320
+903
| +37% | +$79.1K | 0.01% | 716 |
|
|
2020
Q1 | $213K | Buy |
+2,417
| New | +$213K | 0.01% | 709 |
|
|
2019
Q4 | – | Sell |
-2,150
| Closed | -$204K | – | 956 |
|
|
2019
Q3 | $204K | Buy |
+2,150
| New | +$204K | 0.01% | 825 |
|
|
2019
Q1 | – | Sell |
-2,975
| Closed | -$207K | – | 1283 |
|
|
2018
Q4 | $207K | Sell |
2,975
-160
| -5% | -$11.1K | 0.01% | 754 |
|
|
2018
Q3 | $209K | Sell |
3,135
-1,114
| -26% | -$74.3K | 0.01% | 867 |
|
|
2018
Q2 | $275K | Buy |
4,249
+528
| +14% | +$34.2K | 0.02% | 702 |
|
|
2018
Q1 | $234K | Buy |
+3,721
| New | +$234K | 0.01% | 688 |
|
|
2017
Q4 | – | Sell |
-4,252
| Closed | -$268K | – | 871 |
|
|
2017
Q3 | $268K | Sell |
4,252
-813
| -16% | -$51.2K | 0.02% | 647 |
|
|
2017
Q2 | $312K | Buy |
5,065
+82
| +2% | +$5.05K | 0.02% | 584 |
|
|
2017
Q1 | $302K | Buy |
4,983
+573
| +13% | +$34.7K | 0.02% | 573 |
|
|
2016
Q4 | $258K | Sell |
4,410
-504
| -10% | -$29.5K | 0.02% | 558 |
|
|
2016
Q3 | $293K | Sell |
4,914
-202
| -4% | -$12K | 0.02% | 566 |
|
|
2016
Q2 | $332K | Sell |
5,116
-18
| -0.4% | -$1.17K | 0.03% | 541 |
|
|
2016
Q1 | $307K | Buy |
5,134
+62
| +1% | +$3.71K | 0.03% | 517 |
|
|
2015
Q4 | $259K | Buy |
5,072
+426
| +9% | +$21.8K | 0.02% | 582 |
|
|
2015
Q3 | $237K | Buy |
+4,646
| New | +$237K | 0.02% | 563 |
|