Ellevest Inc’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | -$1 | – | 1637 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1 | – | 1866 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1833 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1900 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1722 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1660 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1683 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1602 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1436 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1372 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1379 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 1345 |
|
|
2020
Q2 | $0 | Sell |
1
-264
| -100% | – | ﹤0.01% | 1381 |
|
|
2020
Q1 | $23K | Buy |
265
+108
| +69% | +$9.37K | 0.01% | 407 |
|
|
2019
Q4 | $14K | Hold |
157
| – | – | ﹤0.01% | 491 |
|
|
2019
Q3 | $15K | Hold |
157
| – | – | 0.01% | 196 |
|
|
2019
Q2 | $13K | Sell |
157
-97
| -38% | -$8.03K | 0.01% | 227 |
|
|
2019
Q1 | $20K | Buy |
+254
| New | +$20K | 0.01% | 148 |
|