Focused Wealth 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
Q1 | – | Sell |
-2,035
| Closed | -$171K | – | 922 |
|
|
2023
Q4 | $171K | Buy |
2,035
+19
| +0.9% | +$1.6K | 0.03% | 151 |
|
|
2023
Q3 | $162K | Buy |
2,016
+19
| +1% | +$1.53K | 0.03% | 148 |
|
|
2023
Q2 | $176K | Buy |
1,997
+18
| +0.9% | +$1.59K | 0.03% | 145 |
|
|
2023
Q1 | $188K | Buy |
1,979
+17
| +0.9% | +$1.61K | 0.04% | 146 |
|
|
2022
Q4 | $184K | Buy |
1,962
+15
| +0.8% | +$1.41K | 0.04% | 148 |
|
|
2022
Q3 | $174K | Buy |
1,947
+14
| +0.7% | +$1.25K | 0.04% | 139 |
|
|
2022
Q2 | $195K | Buy |
1,933
+13
| +0.7% | +$1.31K | 0.04% | 139 |
|
|
2022
Q1 | $192K | Buy |
1,920
+16
| +0.8% | +$1.6K | 0.03% | 151 |
|
|
2021
Q4 | $185K | Buy |
1,904
+14
| +0.7% | +$1.36K | 0.03% | 180 |
|
|
2021
Q3 | $167K | Buy |
1,890
+13
| +0.7% | +$1.15K | 0.03% | 188 |
|
|
2021
Q2 | $167K | Buy |
1,877
+14
| +0.8% | +$1.25K | 0.03% | 197 |
|
|
2021
Q1 | $174K | Buy |
1,863
+15
| +0.8% | +$1.4K | 0.03% | 182 |
|
|
2020
Q4 | $170K | Buy |
1,848
+12
| +0.7% | +$1.1K | 0.03% | 167 |
|
|
2020
Q3 | $178K | Buy |
1,836
+12
| +0.7% | +$1.16K | 0.04% | 149 |
|
|
2020
Q2 | $160K | Buy |
1,824
+13
| +0.7% | +$1.14K | 0.04% | 155 |
|
|
2020
Q1 | $160K | Buy |
1,811
+11
| +0.6% | +$972 | 0.05% | 134 |
|
|
2019
Q4 | $166K | Hold |
1,800
| – | – | 0.04% | 177 |
|
|
2019
Q3 | $171K | Hold |
1,800
| – | – | 0.05% | 157 |
|
|
2019
Q2 | $150K | Hold |
1,800
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $142K | Hold |
1,800
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $125K | Buy |
+1,800
| New | +$125K | 0.04% | 196 |
|