Clear Investment Research’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 | – | Sell |
-128
| Closed | -$10.8K | – | 274 |
|
|
2023
Q4 | $10.8K | Buy |
+128
| New | +$10.8K | 0.02% | 177 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$2K | – | 393 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 129 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 213 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 208 |
|
|
2018
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 198 |
|
|
2018
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 210 |
|