Credential Qtrade Securities’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 | $802K | Buy |
9,761
+1,124
| +13% | +$92.3K | 0.04% | 171 |
|
|
2023
Q4 | $727K | Sell |
8,637
-1,726
| -17% | -$145K | 0.04% | 163 |
|
|
2023
Q3 | $835K | Sell |
10,363
-140
| -1% | -$11.3K | 0.06% | 145 |
|
|
2023
Q2 | $927K | Sell |
10,503
-166
| -2% | -$14.6K | 0.06% | 139 |
|
|
2023
Q1 | $1.01M | Buy |
10,669
+279
| +3% | +$26.4K | 0.07% | 126 |
|
|
2022
Q4 | $974K | Buy |
10,390
+358
| +4% | +$33.6K | 0.07% | 118 |
|
|
2022
Q3 | $897K | Buy |
10,032
+316
| +3% | +$28.3K | 0.07% | 121 |
|
|
2022
Q2 | $978K | Buy |
9,716
+625
| +7% | +$62.9K | 0.07% | 123 |
|
|
2022
Q1 | $907K | Buy |
+9,091
| New | +$907K | 0.06% | 145 |
|
|
2020
Q3 | – | Sell |
-5,140
| Closed | -$451K | – | 304 |
|
|
2020
Q2 | $451K | Sell |
5,140
-6,800
| -57% | -$596K | 0.06% | 134 |
|
|
2020
Q1 | $1.05M | Buy |
11,940
+375
| +3% | +$33K | 0.17% | 81 |
|
|
2019
Q4 | $1.07M | Buy |
11,565
+365
| +3% | +$33.7K | 0.14% | 95 |
|
|
2019
Q3 | $1.07M | Sell |
11,200
-95
| -0.8% | -$9.04K | 0.16% | 92 |
|
|
2019
Q2 | $942K | Buy |
11,295
+1,269
| +13% | +$106K | 0.16% | 90 |
|
|
2019
Q1 | $793K | Sell |
10,026
-567
| -5% | -$44.8K | 0.15% | 93 |
|
|
2018
Q4 | $733K | Buy |
10,593
+1,964
| +23% | +$136K | 0.16% | 90 |
|
|
2018
Q3 | $576K | Buy |
+8,629
| New | +$576K | 0.12% | 113 |
|