FormulaFolio Investments’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8K | Hold |
93
| – | – | ﹤0.01% | 299 |
|
|
2021
Q1 | $9K | Sell |
93
-4,310
| -98% | -$417K | ﹤0.01% | 293 |
|
|
2020
Q4 | $405K | Buy |
+4,403
| New | +$405K | 0.01% | 476 |
|
|
2019
Q2 | – | Sell |
-4,167
| Closed | -$330K | – | 364 |
|
|
2019
Q1 | $330K | Sell |
4,167
-558
| -12% | -$44.2K | 0.01% | 251 |
|
|
2018
Q4 | $315K | Hold |
4,725
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $315K | Buy |
4,725
+1
| +0% | +$67 | 0.01% | 260 |
|
|
2018
Q2 | $305K | Buy |
4,724
+493
| +12% | +$31.8K | 0.01% | 250 |
|
|
2018
Q1 | $265K | Buy |
4,231
+60
| +1% | +$3.76K | 0.02% | 236 |
|
|
2017
Q4 | $277K | Sell |
4,171
-6
| -0.1% | -$398 | 0.02% | 225 |
|
|
2017
Q3 | $262K | Sell |
4,177
-335
| -7% | -$21K | 0.02% | 195 |
|
|
2017
Q2 | $277K | Buy |
4,512
+191
| +4% | +$11.7K | 0.03% | 178 |
|
|
2017
Q1 | $262K | Buy |
+4,321
| New | +$262K | 0.03% | 176 |
|