Doyle Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,073
| Closed | -$298K | – | 260 |
|
|
2021
Q4 | $298K | Buy |
3,073
+242
| +9% | +$23.5K | 0.02% | 190 |
|
|
2021
Q3 | $250K | Hold |
2,831
| – | – | 0.02% | 196 |
|
|
2021
Q2 | $252K | Hold |
2,831
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $265K | Hold |
2,831
| – | – | 0.03% | 185 |
|
|
2020
Q4 | $261K | Buy |
2,831
+720
| +34% | +$66.4K | 0.03% | 184 |
|
|
2020
Q3 | $205K | Buy |
+2,111
| New | +$205K | 0.02% | 180 |
|
|
2019
Q4 | – | Sell |
-2,111
| Closed | -$201K | – | 217 |
|
|
2019
Q3 | $201K | Buy |
2,111
+27
| +1% | +$2.57K | 0.03% | 193 |
|
|
2019
Q2 | $174K | Buy |
+2,084
| New | +$174K | 0.02% | 204 |
|
|
2019
Q1 | – | Sell |
-852
| Closed | -$59K | – | 756 |
|
|
2018
Q4 | $59K | Buy |
+852
| New | +$59K | 0.01% | 327 |
|