Destiny Wealth Partners’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 |
-463
| Closed | -$43.4K | – | 649 |
|
|
2022
Q4 | $43.4K | Sell |
463
-2,768
| -86% | -$260K | 0.01% | 310 |
|
|
2022
Q3 | $289K | Buy |
3,231
+748
| +30% | +$66.9K | 0.06% | 142 |
|
|
2022
Q2 | $250K | Buy |
2,483
+1,221
| +97% | +$123K | 0.06% | 138 |
|
|
2022
Q1 | $126K | Buy |
1,262
+367
| +41% | +$36.6K | 0.02% | 201 |
|
|
2021
Q4 | $87K | Buy |
895
+49
| +6% | +$4.76K | 0.02% | 243 |
|
|
2021
Q3 | $75K | Buy |
+846
| New | +$75K | 0.02% | 243 |
|
|
2021
Q2 | – | Sell |
-275
| Closed | -$26K | – | 519 |
|
|
2021
Q1 | $26K | Sell |
275
-354
| -56% | -$33.5K | 0.01% | 340 |
|
|
2020
Q4 | $58K | Buy |
+629
| New | +$58K | 0.01% | 274 |
|