FinTrust Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $39.6K | Sell |
412
-40
| -9% | -$3.85K | 0.01% | 635 |
|
|
2024
Q2 | $35.5K | Buy |
452
+40
| +10% | +$3.14K | 0.01% | 618 |
|
|
2024
Q1 | $33.8K | Buy |
412
+142
| +53% | +$11.7K | 0.01% | 628 |
|
|
2023
Q4 | $22.7K | Hold |
270
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $21.7K | Hold |
270
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $25.3K | Hold |
270
| – | – | 0.01% | 592 |
|
|
2023
Q1 | $25.3K | Hold |
270
| – | – | 0.01% | 591 |
|
|
2022
Q4 | $25.3K | Hold |
270
| – | – | 0.01% | 591 |
|
|
2022
Q3 | $24K | Hold |
270
| – | – | 0.01% | 683 |
|
|
2022
Q2 | $26K | Hold |
270
| – | – | 0.01% | 670 |
|
|
2022
Q1 | $27K | Hold |
270
| – | – | 0.01% | 687 |
|
|
2021
Q4 | $26K | Hold |
270
| – | – | 0.01% | 668 |
|
|
2021
Q3 | $24K | Sell |
270
-59
| -18% | -$5.24K | 0.01% | 689 |
|
|
2021
Q2 | $29K | Hold |
329
| – | – | 0.01% | 655 |
|
|
2021
Q1 | $31K | Buy |
329
+59
| +22% | +$5.56K | 0.01% | 606 |
|
|
2020
Q4 | $25K | Hold |
270
| – | – | 0.01% | 620 |
|
|
2020
Q3 | $26 | Hold |
270
| – | – | 0.01% | 597 |
|
|
2020
Q2 | $24K | Hold |
270
| – | – | 0.01% | 596 |
|
|
2020
Q1 | $24K | Hold |
270
| – | – | 0.01% | 587 |
|
|
2019
Q4 | $25K | Hold |
270
| – | – | 0.01% | 594 |
|
|
2019
Q3 | $26K | Buy |
270
+55
| +26% | +$5.3K | 0.01% | 581 |
|
|
2019
Q2 | $18K | Sell |
215
-67
| -24% | -$5.61K | 0.01% | 629 |
|
|
2019
Q1 | $22K | Buy |
282
+59
| +26% | +$4.6K | 0.01% | 584 |
|
|
2018
Q4 | $16K | Buy |
+223
| New | +$16K | 0.01% | 655 |
|