Dowling & Yahnke’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $289K | Buy |
|
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|
2022
Q1 | $286K | Buy |
|
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|
2021
Q4 | $249K | Hold |
|
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|
2021
Q3 | $226K | Hold |
|
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|
2021
Q2 | $228K | Hold |
|
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|
2021
Q1 | $240K | Hold |
|
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|
2020
Q4 | $236K | Hold |
|
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|
2020
Q3 | $248K | Buy |
|
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|
2020
Q2 | $224K | Sell |
|
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|
2020
Q1 | $234K | Sell |
|
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|
2019
Q4 | $253K | Buy |
|
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|
2019
Q3 | $252K | Hold |
|
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|
2019
Q2 | $221K | Buy |
|