Community Financial Services Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,238
| Closed | -$923K | – | 141 |
|
|
2024
Q1 | $923K | Buy |
+11,238
| New | +$923K | 0.21% | 84 |
|
|
2015
Q4 | – | Sell |
-1,193
| Closed | -$62K | – | 227 |
|
|
2015
Q3 | $62K | Hold |
1,193
| – | – | 0.03% | 111 |
|
|
2015
Q2 | $54K | Buy |
1,193
+283
| +31% | +$12.8K | 0.03% | 127 |
|
|
2015
Q1 | $45K | Buy |
910
+10
| +1% | +$495 | 0.02% | 137 |
|
|
2014
Q4 | $47K | Hold |
900
| – | – | 0.02% | 134 |
|
|
2014
Q3 | $39K | Hold |
900
| – | – | 0.02% | 137 |
|
|
2014
Q2 | $42K | Hold |
900
| – | – | 0.02% | 125 |
|
|
2014
Q1 | $42K | Buy |
+900
| New | +$42K | 0.02% | 122 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$36K | – | 192 |
|
|
2013
Q3 | $36K | Hold |
900
| – | – | 0.02% | 124 |
|
|
2013
Q2 | $37K | Buy |
+900
| New | +$37K | 0.02% | 123 |
|