Denali Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$206K | – | 497 |
|
|
2022
Q4 | $206K | Buy |
2,200
+100
| +5% | +$9.38K | 0.09% | 143 |
|
|
2022
Q3 | $188K | Buy |
+2,100
| New | +$188K | 0.09% | 140 |
|
|
2019
Q2 | – | Sell |
-22,000
| Closed | -$1.74M | – | 329 |
|
|
2019
Q1 | $1.74M | Sell |
22,000
-11,500
| -34% | -$910K | 0.28% | 70 |
|
|
2018
Q4 | $2.32M | Buy |
33,500
+27,000
| +415% | +$1.87M | 0.39% | 59 |
|
|
2018
Q3 | $434K | Buy |
+6,500
| New | +$434K | 0.06% | 110 |
|
|
2015
Q4 | – | Sell |
-12,295
| Closed | -$642K | – | 310 |
|
|
2015
Q3 | $642K | Hold |
12,295
| – | – | 0.15% | 108 |
|
|
2015
Q2 | $553K | Buy |
+12,295
| New | +$553K | 0.12% | 116 |
|