DFPG Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $226K | Sell |
2,611
-32
| -1% | -$2.77K | 0.02% | 581 |
|
|
2023
Q3 | $210K | Sell |
2,643
-343
| -11% | -$27.3K | 0.02% | 546 |
|
|
2023
Q2 | $268K | Buy |
2,986
+455
| +18% | +$40.8K | 0.02% | 497 |
|
|
2023
Q1 | $240K | Buy |
2,531
+291
| +13% | +$27.6K | 0.03% | 476 |
|
|
2022
Q4 | $220K | Buy |
+2,240
| New | +$220K | 0.04% | 408 |
|