CSat Investment Advisory’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $31K | Buy |
332
+114
| +52% | +$10.6K | 0.03% | 305 |
|
|
2020
Q4 | $20K | Sell |
218
-981
| -82% | -$90K | 0.02% | 339 |
|
|
2020
Q3 | $116K | Sell |
1,199
-4,355
| -78% | -$421K | 0.01% | 404 |
|
|
2020
Q2 | $487K | Sell |
5,554
-1,190
| -18% | -$104K | 0.06% | 186 |
|
|
2020
Q1 | $595K | Buy |
6,744
+617
| +10% | +$54.4K | 0.13% | 106 |
|
|
2019
Q4 | $565K | Sell |
6,127
-606
| -9% | -$55.9K | 0.15% | 136 |
|
|
2019
Q3 | $640K | Sell |
6,733
-610
| -8% | -$58K | 0.2% | 89 |
|
|
2019
Q2 | $612K | Buy |
7,343
+7,188
| +4,637% | +$599K | 0.22% | 89 |
|
|
2019
Q1 | $12K | Buy |
155
+10
| +7% | +$774 | 0.01% | 413 |
|
|
2018
Q4 | $10K | Buy |
145
+5
| +4% | +$345 | 0.01% | 415 |
|
|
2018
Q3 | $9K | Sell |
140
-15
| -10% | -$964 | 0.01% | 392 |
|
|
2018
Q2 | $10K | Buy |
+155
| New | +$10K | 0.01% | 357 |
|