First Personal Financial Services’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 | $87.5K | Sell |
910
-115
| -11% | -$11.1K | 0.02% | 172 |
|
|
2024
Q2 | $80.4K | Buy |
1,025
+5
| +0.5% | +$392 | 0.02% | 174 |
|
|
2024
Q1 | $83.8K | Hold |
1,020
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $85.9K | Sell |
1,020
-56
| -5% | -$4.71K | 0.02% | 168 |
|
|
2023
Q3 | $86.7K | Buy |
1,076
+756
| +236% | +$60.9K | 0.02% | 165 |
|
|
2023
Q2 | $28.2K | Hold |
320
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $30.3K | Hold |
320
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $30K | Hold |
320
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $29K | Hold |
320
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $32K | Hold |
320
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $32K | Sell |
320
-2
| -0.6% | -$200 | 0.01% | 223 |
|
|
2021
Q4 | $31K | Buy |
322
+2
| +0.6% | +$193 | 0.01% | 221 |
|
|
2021
Q3 | $28K | Hold |
320
| – | – | 0.01% | 228 |
|
|
2021
Q2 | $28K | Hold |
320
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $30K | Hold |
320
| – | – | 0.01% | 218 |
|
|
2020
Q4 | $29K | Sell |
320
-690
| -68% | -$62.5K | 0.01% | 219 |
|
|
2020
Q3 | $98K | Hold |
1,010
| – | – | 0.03% | 142 |
|
|
2020
Q2 | $89K | Sell |
1,010
-488
| -33% | -$43K | 0.03% | 150 |
|
|
2020
Q1 | $132K | Buy |
1,498
+1,261
| +532% | +$111K | 0.05% | 129 |
|
|
2019
Q4 | $22K | Hold |
237
| – | – | 0.01% | 243 |
|
|
2019
Q3 | $23K | Sell |
237
-624
| -72% | -$60.6K | 0.01% | 315 |
|
|
2019
Q2 | $72K | Buy |
861
+146
| +20% | +$12.2K | 0.02% | 240 |
|
|
2019
Q1 | $57K | Hold |
715
| – | – | 0.02% | 258 |
|
|
2018
Q4 | $50K | Hold |
715
| – | – | 0.02% | 256 |
|
|
2018
Q3 | $48K | Sell |
715
-116
| -14% | -$7.79K | 0.02% | 293 |
|
|
2018
Q2 | $54K | Sell |
831
-937
| -53% | -$60.9K | 0.02% | 266 |
|
|
2018
Q1 | $111K | Sell |
1,768
-1,100
| -38% | -$69.1K | 0.02% | 284 |
|
|
2017
Q4 | $191K | Hold |
2,868
| – | – | 0.04% | 239 |
|
|
2017
Q3 | $180K | Sell |
2,868
-1,104
| -28% | -$69.3K | 0.04% | 223 |
|
|
2017
Q2 | $244K | Buy |
3,972
+669
| +20% | +$41.1K | 0.05% | 200 |
|
|
2017
Q1 | $200K | Hold |
3,303
| – | – | 0.05% | 197 |
|
|
2016
Q4 | $194K | Sell |
3,303
-585
| -15% | -$34.4K | 0.05% | 193 |
|
|
2016
Q3 | $233K | Hold |
3,888
| – | – | 0.07% | 149 |
|
|
2016
Q2 | $254K | Buy |
+3,888
| New | +$254K | 0.09% | 140 |
|