FAFN
First Affirmative Financial Network’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,357
| Closed | -$384K | – | 224 |
|
|
2023
Q2 | $384K | Buy |
4,357
+3
| +0.1% | +$265 | 0.38% | 81 |
|
|
2023
Q1 | $413K | Buy |
4,354
+61
| +1% | +$5.78K | 0.48% | 63 |
|
|
2022
Q4 | $403K | Sell |
4,293
-45
| -1% | -$4.22K | 0.49% | 59 |
|
|
2022
Q3 | $388K | Buy |
4,338
+1
| +0% | +$89 | 0.49% | 52 |
|
|
2022
Q2 | $436K | Buy |
4,337
+3
| +0.1% | +$302 | 0.5% | 50 |
|
|
2022
Q1 | $433K | Hold |
4,334
| – | – | 0.42% | 63 |
|
|
2021
Q4 | $421K | Sell |
4,334
-35
| -0.8% | -$3.4K | 0.38% | 69 |
|
|
2021
Q3 | $385K | Buy |
+4,369
| New | +$385K | 0.4% | 66 |
|