Donoghue Forlines’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,602
| Closed | -$596K | – | 277 |
|
|
2024
Q2 | $596K | Buy |
+7,602
| New | +$596K | 0.17% | 134 |
|
|
2019
Q4 | – | Sell |
-26,597
| Closed | -$2.53M | – | 212 |
|
|
2019
Q3 | $2.53M | Buy |
+26,597
| New | +$2.53M | 0.36% | 78 |
|
|
2018
Q1 | – | Sell |
-38,643
| Closed | -$2.57M | – | 185 |
|
|
2017
Q4 | $2.57M | Buy |
38,643
+4,822
| +14% | +$320K | 0.19% | 107 |
|
|
2017
Q3 | $2.12M | Buy |
+33,821
| New | +$2.12M | 0.22% | 84 |
|