Financial Gravity Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $628 | Sell |
8
-45
| -85% | -$3.53K | ﹤0.01% | 887 |
|
|
2024
Q1 | $4.37K | Sell |
53
-78
| -60% | -$6.43K | ﹤0.01% | 891 |
|
|
2023
Q4 | $10.9K | Buy |
131
+3
| +2% | +$250 | ﹤0.01% | 773 |
|
|
2023
Q3 | $10.5K | Buy |
128
+40
| +45% | +$3.3K | ﹤0.01% | 591 |
|
|
2023
Q2 | $3.81K | Sell |
88
-7
| -7% | -$303 | 0.01% | 522 |
|
|
2023
Q1 | $355 | Buy |
95
+1
| +1% | +$4 | 0.01% | 504 |
|
|
2022
Q4 | $3.56K | Sell |
94
-529
| -85% | -$20K | 0.02% | 453 |
|
|
2022
Q3 | $320 | Sell |
623
-84
| -12% | -$43 | 0.01% | 464 |
|
|
2022
Q2 | $362 | Buy |
707
+7
| +1% | +$4 | 0.01% | 432 |
|
|
2022
Q1 | $360 | Sell |
700
-76
| -10% | -$39 | 0.01% | 469 |
|
|
2021
Q4 | $362 | Buy |
776
+772
| +19,300% | +$360 | 0.01% | 535 |
|
|
2021
Q3 | $88K | Buy |
+4
| New | +$88K | 0.04% | 391 |
|
|
2019
Q4 | – | Sell |
-252
| Closed | -$24K | – | 1738 |
|
|
2019
Q3 | $24K | Buy |
252
+204
| +425% | +$19.4K | 0.02% | 428 |
|
|
2019
Q2 | $4K | Sell |
48
-67
| -58% | -$5.58K | ﹤0.01% | 753 |
|
|
2019
Q1 | $9K | Buy |
+115
| New | +$9K | 0.01% | 585 |
|
|
2018
Q3 | $186K | Sell |
2,660
-183
| -6% | -$12.8K | 0.19% | 131 |
|
|
2018
Q2 | $191K | Buy |
2,843
+470
| +20% | +$31.6K | 0.18% | 126 |
|
|
2018
Q1 | $153K | Buy |
+2,373
| New | +$153K | 0.16% | 136 |
|