Elmwood 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 |
-369
| Closed | -$36K | – | 335 |
|
|
2021
Q4 | $36K | Buy |
+369
| New | +$36K | 0.02% | 210 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 356 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 278 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$1K | – | 304 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 278 |
|