Compton Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,100
| Closed | -$509K | – | 153 |
|
|
2022
Q1 | $509K | Sell |
5,100
-250
| -5% | -$25K | 0.14% | 115 |
|
|
2021
Q4 | $519K | Hold |
5,350
| – | – | 0.13% | 119 |
|
|
2021
Q3 | $472K | Hold |
5,350
| – | – | 0.14% | 115 |
|
|
2021
Q2 | $476K | Sell |
5,350
-500
| -9% | -$44.5K | 0.14% | 114 |
|
|
2021
Q1 | $548K | Buy |
5,850
+3,450
| +144% | +$323K | 0.17% | 101 |
|
|
2020
Q4 | $221K | Buy |
+2,400
| New | +$221K | 0.07% | 141 |
|