Evolution Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$5K | – | 628 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 428 |
|
|
2020
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 426 |
|
|
2020
Q2 | $5K | Buy |
60
+19
| +46% | +$1.58K | ﹤0.01% | 375 |
|
|
2020
Q1 | $4K | Sell |
41
-25
| -38% | -$2.44K | ﹤0.01% | 280 |
|
|
2019
Q4 | $6K | Sell |
66
-35
| -35% | -$3.18K | ﹤0.01% | 385 |
|
|
2019
Q3 | $10K | Buy |
101
+41
| +68% | +$4.06K | ﹤0.01% | 180 |
|
|
2019
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 275 |
|