Fairhaven Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $273K | Buy |
|
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $205K | Buy |
|