Disciplined 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
Q3 | – | Sell |
-196
| Closed | -$17.3K | – | 1542 |
|
|
2023
Q2 | $17.3K | Buy |
196
+2
| +1% | +$176 | 0.01% | 294 |
|
|
2023
Q1 | $18.4K | Buy |
194
+3
| +2% | +$284 | 0.01% | 312 |
|
|
2022
Q4 | $17.9K | Sell |
191
-9
| -5% | -$844 | 0.01% | 291 |
|
|
2022
Q3 | $18K | Buy |
200
+4
| +2% | +$360 | 0.01% | 320 |
|
|
2022
Q2 | $20K | Buy |
196
+4
| +2% | +$408 | 0.01% | 320 |
|
|
2022
Q1 | $19K | Buy |
192
+18
| +10% | +$1.78K | 0.01% | 335 |
|
|
2021
Q4 | $17K | Hold |
174
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $15K | Buy |
174
+169
| +3,380% | +$14.6K | 0.01% | 287 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 419 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | – | – | 417 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 477 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 438 |
|