Freedman Financial Associates’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,527
| Closed | -$254K | – | 458 |
|
|
2022
Q1 | $254K | Hold |
2,527
| – | – | 0.18% | 64 |
|
|
2021
Q4 | $245K | Hold |
2,527
| – | – | 0.17% | 63 |
|
|
2021
Q3 | $223K | Hold |
2,527
| – | – | 0.16% | 65 |
|
|
2021
Q2 | $225K | Hold |
2,527
| – | – | 0.17% | 58 |
|
|
2021
Q1 | $237K | Hold |
2,527
| – | – | 0.2% | 51 |
|
|
2020
Q4 | $233K | Buy |
+2,527
| New | +$233K | 0.21% | 48 |
|