Ergoteles’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 | – | Sell |
-8,334
| Closed | -$790K | – | 1566 |
|
|
2023
Q1 | $790K | Buy |
+8,334
| New | +$790K | 0.03% | 582 |
|
|
2022
Q4 | – | Sell |
-2,656
| Closed | -$238K | – | 1928 |
|
|
2022
Q3 | $238K | Buy |
+2,656
| New | +$238K | 0.01% | 1094 |
|
|
2022
Q1 | – | Sell |
-3,731
| Closed | -$362K | – | 1662 |
|
|
2021
Q4 | $362K | Buy |
+3,731
| New | +$362K | 0.01% | 778 |
|
|
2021
Q3 | – | Sell |
-3,480
| Closed | -$310K | – | 1715 |
|
|
2021
Q2 | $310K | Buy |
+3,480
| New | +$310K | 0.01% | 1056 |
|
|
2021
Q1 | – | Sell |
-38,543
| Closed | -$3.55M | – | 1083 |
|
|
2020
Q4 | $3.55M | Buy |
38,543
+17,743
| +85% | +$1.63M | 0.12% | 180 |
|
|
2020
Q3 | $2.02M | Buy |
+20,800
| New | +$2.02M | 0.27% | 67 |
|