Galvin Gaustad & Stein’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,426
| Closed | -$217K | – | 165 |
|
|
2022
Q3 | $217K | Sell |
2,426
-861
| -26% | -$77K | 0.02% | 153 |
|
|
2022
Q2 | $331K | Sell |
3,287
-76,982
| -96% | -$7.75M | 0.03% | 134 |
|
|
2022
Q1 | $8.01M | Buy |
80,269
+4,360
| +6% | +$435K | 0.72% | 54 |
|
|
2021
Q4 | $7.37M | Buy |
75,909
+26,846
| +55% | +$2.61M | 0.64% | 57 |
|
|
2021
Q3 | $4.33M | Buy |
+49,063
| New | +$4.33M | 0.42% | 67 |
|