Estate Counselors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-602
| Closed | -$53K | – | 194 |
|
2022
Q3 | $53K | Hold |
602
| – | – | 0.01% | 135 |
|
2022
Q2 | $60K | Hold |
602
| – | – | 0.01% | 134 |
|
2022
Q1 | $60K | Hold |
602
| – | – | 0.01% | 146 |
|
2021
Q4 | $58K | Hold |
602
| – | – | 0.01% | 153 |
|
2021
Q3 | $53K | Hold |
602
| – | – | 0.01% | 164 |
|
2021
Q2 | $53K | Hold |
602
| – | – | 0.01% | 160 |
|
2021
Q1 | $56K | Hold |
602
| – | – | 0.01% | 154 |
|
2020
Q4 | $55K | Buy |
+602
| New | +$55K | 0.01% | 126 |
|
2020
Q3 | – | Sell |
-602
| Closed | -$52K | – | 152 |
|
2020
Q2 | $52K | Buy |
+602
| New | +$52K | 0.01% | 137 |
|