Cordasco Financial Network’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 | $8K | Hold |
80
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $8K | Hold |
80
| – | – | 0.01% | 407 |
|
|
2021
Q4 | $8K | Hold |
80
| – | – | 0.01% | 406 |
|
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 439 |
|
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $7K | Hold |
80
| – | – | 0.01% | 378 |
|
|
2020
Q3 | $8K | Hold |
80
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $7K | Buy |
+80
| New | +$7K | 0.01% | 330 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$7K | – | 508 |
|
|
2019
Q4 | $7K | Hold |
80
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $8K | Buy |
+80
| New | +$8K | 0.01% | 321 |
|
|
2017
Q2 | – | Sell |
-41
| Closed | -$2K | – | 287 |
|
|
2017
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 257 |
|
|
2014
Q3 | – | Sell |
-30
| Closed | -$1K | – | 309 |
|
|
2014
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 286 |
|
|
2014
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 279 |
|