Evoke Wealth’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 |
-63
| Closed | -$6K | – | 1138 |
|
|
2022
Q3 | $6K | Buy |
63
+8
| +15% | +$762 | ﹤0.01% | 862 |
|
|
2022
Q2 | $6K | Sell |
55
-24
| -30% | -$2.62K | ﹤0.01% | 872 |
|
|
2022
Q1 | $8K | Buy |
79
+36
| +84% | +$3.65K | ﹤0.01% | 818 |
|
|
2021
Q4 | $4K | Buy |
43
+4
| +10% | +$372 | ﹤0.01% | 969 |
|
|
2021
Q3 | $3K | Sell |
39
-21
| -35% | -$1.62K | ﹤0.01% | 975 |
|
|
2021
Q2 | $5K | Buy |
60
+21
| +54% | +$1.75K | ﹤0.01% | 905 |
|
|
2021
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $4K | Sell |
39
-18
| -32% | -$1.85K | ﹤0.01% | 742 |
|
|
2020
Q2 | $5K | Sell |
57
-626
| -92% | -$54.9K | ﹤0.01% | 688 |
|
|
2020
Q1 | $60.2K | Sell |
683
-64
| -9% | -$5.64K | 0.01% | 326 |
|
|
2019
Q4 | $68.9K | Buy |
747
+615
| +466% | +$56.7K | 0.01% | 359 |
|
|
2019
Q3 | $12.6K | Buy |
+132
| New | +$12.6K | ﹤0.01% | 777 |
|