FinTrust Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $39.6K | Sell |
412
-40
| -9% | -$3.54K | 0.01% | 640 |
|
|
2024
Q2 | $35.5K | Buy |
452
+40
| +10% | +$3.25K | 0.01% | 633 |
|
|
2024
Q1 | $33.8K | Buy |
412
+142
| +53% | +$11.4K | 0.01% | 640 |
|
|
2023
Q4 | $22.7K | Hold |
270
| – | – | ﹤0.01% | 670 |
|
|
2023
Q3 | $21.7K | Hold |
270
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $25.3K | Hold |
270
| – | – | 0.01% | 596 |
|
|
2023
Q1 | $25.3K | Hold |
270
| – | – | 0.01% | 594 |
|
|
2022
Q4 | $25.3K | Hold |
270
| – | – | 0.01% | 593 |
|
|
2022
Q3 | $24K | Hold |
270
| – | – | 0.01% | 684 |
|
|
2022
Q2 | $26K | Hold |
270
| – | – | 0.01% | 672 |
|
|
2022
Q1 | $27K | Hold |
270
| – | – | 0.01% | 691 |
|
|
2021
Q4 | $26K | Hold |
270
| – | – | 0.01% | 673 |
|
|
2021
Q3 | $24K | Sell |
270
-59
| -18% | -$5.53K | 0.01% | 697 |
|
|
2021
Q2 | $29K | Hold |
329
| – | – | 0.01% | 666 |
|
|
2021
Q1 | $31K | Buy |
329
+59
| +22% | +$5.14K | 0.01% | 612 |
|
|
2020
Q4 | $25K | Hold |
270
| – | – | 0.01% | 627 |
|
|
2020
Q3 | $26 | Hold |
270
| – | – | 0.01% | 603 |
|
|
2020
Q2 | $24K | Hold |
270
| – | – | 0.01% | 601 |
|
|
2020
Q1 | $24K | Hold |
270
| – | – | 0.01% | 590 |
|
|
2019
Q4 | $25K | Hold |
270
| – | – | 0.01% | 596 |
|
|
2019
Q3 | $26K | Buy |
270
+55
| +26% | +$4.96K | 0.01% | 602 |
|
|
2019
Q2 | $18K | Sell |
215
-67
| -24% | -$5.37K | 0.01% | 635 |
|
|
2019
Q1 | $22K | Buy |
282
+59
| +26% | +$4.38K | 0.01% | 589 |
|
|
2018
Q4 | $16K | Buy |
+223
| New | +$15.7K | 0.01% | 665 |
|
Other funds holding WEC
