Executive Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,469
| Closed | -$218K | – | 212 |
|
|
2023
Q2 | $218K | Buy |
2,469
+9
| +0.4% | +$794 | 0.02% | 190 |
|
|
2023
Q1 | $233K | Hold |
2,460
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $231K | Buy |
2,460
+2,241
| +1,023% | +$210K | 0.03% | 175 |
|
|
2022
Q3 | $219 | Sell |
219
-2,241
| -91% | -$2.24K | 0.03% | 170 |
|
|
2022
Q2 | $247K | Sell |
2,460
-9
| -0.4% | -$904 | 0.03% | 162 |
|
|
2022
Q1 | $246K | Buy |
2,469
+9
| +0.4% | +$897 | 0.03% | 172 |
|
|
2021
Q4 | $238K | Buy |
2,460
+21
| +0.9% | +$2.03K | 0.02% | 176 |
|
|
2021
Q3 | $215K | Hold |
2,439
| – | – | 0.02% | 175 |
|
|
2021
Q2 | $216K | Sell |
2,439
-100
| -4% | -$8.86K | 0.02% | 180 |
|
|
2021
Q1 | $237K | Buy |
2,539
+100
| +4% | +$9.33K | 0.03% | 171 |
|
|
2020
Q4 | $224K | Buy |
+2,439
| New | +$224K | 0.03% | 161 |
|
|
2019
Q4 | – | Sell |
-2,492
| Closed | -$237K | – | 168 |
|
|
2019
Q3 | $237K | Buy |
2,492
+743
| +42% | +$70.7K | 0.04% | 123 |
|
|
2019
Q2 | $146K | Buy |
1,749
+3
| +0.2% | +$250 | 0.02% | 185 |
|
|
2019
Q1 | $138K | Buy |
1,746
+329
| +23% | +$26K | 0.02% | 174 |
|
|
2018
Q4 | $98K | Buy |
+1,417
| New | +$98K | 0.02% | 203 |
|