Charter Oak Capital Management’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 |
-324
| Closed | -$33K | – | 892 |
|
|
2022
Q2 | $33K | Sell |
324
-168
| -34% | -$17.1K | ﹤0.01% | 398 |
|
|
2022
Q1 | $49K | Hold |
492
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $48K | Hold |
492
| – | – | 0.01% | 359 |
|
|
2021
Q3 | $43K | Sell |
492
-106
| -18% | -$9.26K | 0.01% | 347 |
|
|
2021
Q2 | $53K | Hold |
598
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $56K | Hold |
598
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $55K | Buy |
+598
| New | +$55K | 0.01% | 284 |
|