Clearview Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-412
| Closed | -$36.3K | – | 645 |
|
|
2023
Q2 | $36.3K | Buy |
412
+3
| +0.7% | +$264 | 0.04% | 214 |
|
|
2023
Q1 | $38.8K | Buy |
409
+2
| +0.5% | +$190 | 0.04% | 212 |
|
|
2022
Q4 | $38.2K | Buy |
407
+2
| +0.5% | +$188 | 0.03% | 182 |
|
|
2022
Q3 | $36K | Buy |
405
+1
| +0.2% | +$89 | 0.03% | 195 |
|
|
2022
Q2 | $41K | Sell |
404
-88
| -18% | -$8.93K | 0.03% | 207 |
|
|
2022
Q1 | $49K | Buy |
492
+2
| +0.4% | +$199 | 0.03% | 199 |
|
|
2021
Q4 | $48K | Buy |
490
+2
| +0.4% | +$196 | 0.03% | 235 |
|
|
2021
Q3 | $43K | Buy |
488
+3
| +0.6% | +$264 | 0.03% | 247 |
|
|
2021
Q2 | $43K | Buy |
485
+2
| +0.4% | +$177 | 0.03% | 253 |
|
|
2021
Q1 | $45K | Buy |
483
+2
| +0.4% | +$186 | 0.03% | 236 |
|
|
2020
Q4 | $44K | Buy |
+481
| New | +$44K | 0.03% | 209 |
|