Coastline Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.5K | Sell |
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|
2025
Q2 | $27.2K | Sell |
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|
2025
Q1 | $33.2K | Hold |
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|
2024
Q4 | $28.7K | Hold |
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|
2024
Q3 | $29.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $651K | Hold |
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|
2022
Q1 | $645K | Hold |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $617K | Buy |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $640K | Sell |
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|
2020
Q1 | $665K | Hold |
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|
2019
Q4 | $695K | Sell |
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|
2019
Q3 | $817K | Sell |
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|
2019
Q2 | $804K | Hold |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $707K | Buy |
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|
2018
Q3 | $678K | Sell |
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|
2018
Q2 | $658K | Buy |
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|
2018
Q1 | $603K | Hold |
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|
2017
Q4 | $638K | Sell |
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|
2017
Q3 | $605K | Hold |
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|
2017
Q2 | $591K | Buy |
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|
2017
Q1 | $563K | Buy |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | $355K | Buy |
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|
2016
Q2 | $370K | Buy |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $264K | Buy |
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