Dowling & Yahnke’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $268K | Buy |
3,000
+125
| +4% | +$11.2K | 0.01% | 326 |
|
|
2022
Q2 | $289K | Buy |
2,875
+13
| +0.5% | +$1.31K | 0.01% | 316 |
|
|
2022
Q1 | $286K | Buy |
2,862
+300
| +12% | +$30K | 0.01% | 321 |
|
|
2021
Q4 | $249K | Hold |
2,562
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $226K | Hold |
2,562
| – | – | 0.01% | 337 |
|
|
2021
Q2 | $228K | Hold |
2,562
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $240K | Hold |
2,562
| – | – | 0.02% | 312 |
|
|
2020
Q4 | $236K | Hold |
2,562
| – | – | 0.02% | 301 |
|
|
2020
Q3 | $248K | Buy |
2,562
+9
| +0.4% | +$871 | 0.02% | 284 |
|
|
2020
Q2 | $224K | Sell |
2,553
-100
| -4% | -$8.77K | 0.02% | 282 |
|
|
2020
Q1 | $234K | Sell |
2,653
-85
| -3% | -$7.5K | 0.02% | 265 |
|
|
2019
Q4 | $253K | Buy |
2,738
+85
| +3% | +$7.85K | 0.02% | 278 |
|
|
2019
Q3 | $252K | Hold |
2,653
| – | – | 0.02% | 275 |
|
|
2019
Q2 | $221K | Buy |
+2,653
| New | +$221K | 0.02% | 279 |
|