Curi Wealth 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
Q3 | – | Sell |
-60
| Closed | -$6K | – | 697 |
|
|
2022
Q2 | $6K | Buy |
60
+1
| +2% | +$100 | ﹤0.01% | 440 |
|
|
2022
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$5K | – | 491 |
|
|
2020
Q4 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 305 |
|