Column Capital 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 | $85.1K | Sell |
1,056
-35
| -3% | -$2.82K | 0.01% | 249 |
|
|
2023
Q2 | $96.3K | Sell |
1,091
-10
| -0.9% | -$882 | 0.01% | 225 |
|
|
2023
Q1 | $104K | Hold |
1,101
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $103K | Hold |
1,101
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $98K | Hold |
1,101
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $111K | Hold |
1,101
| – | – | 0.02% | 171 |
|
|
2022
Q1 | $110K | Sell |
1,101
-3
| -0.3% | -$300 | 0.02% | 184 |
|
|
2021
Q4 | $107K | Hold |
1,104
| – | – | 0.02% | 199 |
|
|
2021
Q3 | $97K | Hold |
1,104
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $98K | Hold |
1,104
| – | – | 0.02% | 187 |
|
|
2021
Q1 | $103K | Hold |
1,104
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $102K | Sell |
1,104
-366
| -25% | -$33.8K | 0.03% | 165 |
|
|
2020
Q3 | $142K | Buy |
1,470
+266
| +22% | +$25.7K | 0.04% | 119 |
|
|
2020
Q2 | $105K | Hold |
1,204
| – | – | 0.04% | 144 |
|
|
2020
Q1 | $106K | Hold |
1,204
| – | – | 0.04% | 115 |
|
|
2019
Q4 | $111K | Buy |
+1,204
| New | +$111K | 0.06% | 135 |
|