Connectus Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $218K | Buy |
2,655
+17
| +0.6% | +$1.4K | 0.01% | 352 |
|
|
2023
Q4 | $222K | Hold |
2,638
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $212K | Sell |
2,638
-350
| -12% | -$28.2K | ﹤0.01% | 463 |
|
|
2023
Q2 | $264K | Hold |
2,988
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $283K | Hold |
2,988
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $280K | Hold |
2,988
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $267K | Hold |
2,988
| – | – | 0.01% | 457 |
|
|
2022
Q2 | $301K | Buy |
+2,988
| New | +$301K | 0.01% | 382 |
|