Dubuque Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $343K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $107K | Hold |
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|
2018
Q4 | $94K | Hold |
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|
2018
Q3 | $90K | Sell |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $86K | Sell |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $85K | Hold |
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|
2017
Q2 | $83K | Hold |
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|
2017
Q1 | $82K | Hold |
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|
2016
Q4 | $79K | Hold |
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|
2016
Q3 | $81K | Sell |
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|
2016
Q2 | $166K | Buy |
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|
2016
Q1 | $81K | Hold |
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|
2015
Q4 | $69K | Hold |
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|
2015
Q3 | $70K | Sell |
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|
2015
Q2 | $87K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4K | Buy |
|