Eudaimonia Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$205K | – | 384 |
|
|
2022
Q4 | $205K | Buy |
+2,190
| New | +$205K | 0.05% | 313 |
|
|
2022
Q3 | – | Sell |
-2,431
| Closed | -$245K | – | 416 |
|
|
2022
Q2 | $245K | Sell |
2,431
-198
| -8% | -$20K | 0.05% | 331 |
|
|
2022
Q1 | $262K | Buy |
+2,629
| New | +$262K | 0.04% | 333 |
|
|
2021
Q3 | $231K | Buy |
2,614
+108
| +4% | +$9.54K | 0.04% | 346 |
|
|
2021
Q2 | $223K | Buy |
2,506
+212
| +9% | +$18.9K | 0.04% | 352 |
|
|
2021
Q1 | $215K | Sell |
2,294
-47
| -2% | -$4.41K | 0.04% | 320 |
|
|
2020
Q4 | $215K | Sell |
2,341
-17
| -0.7% | -$1.56K | 0.05% | 297 |
|
|
2020
Q3 | $228K | Buy |
2,358
+417
| +21% | +$40.3K | 0.06% | 260 |
|
|
2020
Q2 | $170K | Buy |
1,941
+415
| +27% | +$36.3K | 0.06% | 261 |
|
|
2020
Q1 | $134K | Sell |
1,526
-117
| -7% | -$10.3K | 0.06% | 273 |
|
|
2019
Q4 | $151K | Buy |
+1,643
| New | +$151K | 0.06% | 278 |
|