FORA Capital’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 | – | Sell |
-10,623
| Closed | -$833K | – | 595 |
|
|
2024
Q2 | $833K | Sell |
10,623
-25,711
| -71% | -$2.02M | 0.1% | 238 |
|
|
2024
Q1 | $2.98M | Buy |
36,334
+30,403
| +513% | +$2.5M | 0.25% | 118 |
|
|
2023
Q4 | $499K | Buy |
5,931
+1,613
| +37% | +$136K | 0.04% | 331 |
|
|
2023
Q3 | $348K | Sell |
4,318
-4,035
| -48% | -$325K | 0.03% | 380 |
|
|
2023
Q2 | $737K | Sell |
8,353
-89
| -1% | -$7.85K | 0.1% | 192 |
|
|
2023
Q1 | $800K | Buy |
+8,442
| New | +$800K | 0.08% | 279 |
|
|
2022
Q2 | – | Sell |
-11,316
| Closed | -$1.14M | – | 704 |
|
|
2022
Q1 | $1.14M | Buy |
11,316
+7,088
| +168% | +$711K | 0.2% | 142 |
|
|
2021
Q4 | $410K | Buy |
+4,228
| New | +$410K | 0.16% | 177 |
|
|
2021
Q1 | – | Sell |
-5,876
| Closed | -$541K | – | 1142 |
|
|
2020
Q4 | $541K | Buy |
5,876
+4,710
| +404% | +$434K | 0.08% | 266 |
|
|
2020
Q3 | $113K | Sell |
1,166
-2,936
| -72% | -$285K | 0.07% | 281 |
|
|
2020
Q2 | $360K | Buy |
+4,102
| New | +$360K | 0.12% | 219 |
|
|
2020
Q1 | – | Sell |
-14,265
| Closed | -$1.32M | – | 1375 |
|
|
2019
Q4 | $1.32M | Buy |
+14,265
| New | +$1.32M | 0.13% | 206 |
|