Godshalk Welsh Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,150
| Closed | -$204K | – | 121 |
|
|
2023
Q1 | $204K | Hold |
2,150
| – | – | 0.14% | 117 |
|
|
2022
Q4 | $202K | Buy |
+2,150
| New | +$202K | 0.15% | 113 |
|
|
2022
Q3 | – | Sell |
-2,150
| Closed | -$216K | – | 123 |
|
|
2022
Q2 | $216K | Hold |
2,150
| – | – | 0.16% | 113 |
|
|
2022
Q1 | $215K | Hold |
2,150
| – | – | 0.13% | 114 |
|
|
2021
Q4 | $209K | Buy |
+2,150
| New | +$209K | 0.12% | 114 |
|
|
2021
Q2 | – | Sell |
-2,150
| Closed | -$201K | – | 119 |
|
|
2021
Q1 | $201K | Buy |
+2,150
| New | +$201K | 0.14% | 114 |
|
|
2020
Q4 | – | Sell |
-2,150
| Closed | -$208K | – | 113 |
|
|
2020
Q3 | $208K | Buy |
+2,150
| New | +$208K | 0.18% | 102 |
|
|
2019
Q4 | – | Sell |
-2,150
| Closed | -$204K | – | 113 |
|
|
2019
Q3 | $204K | Buy |
+2,150
| New | +$204K | 0.18% | 105 |
|
|
2017
Q1 | – | Sell |
-3,450
| Closed | -$202K | – | 135 |
|
|
2016
Q4 | $202K | Hold |
3,450
| – | – | 0.21% | 128 |
|
|
2016
Q3 | $207K | Hold |
3,450
| – | – | 0.21% | 128 |
|
|
2016
Q2 | $225K | Hold |
3,450
| – | – | 0.24% | 121 |
|
|
2016
Q1 | $207K | Buy |
+3,450
| New | +$207K | 0.21% | 132 |
|
|
2015
Q4 | – | Sell |
-4,050
| Closed | -$211K | – | 142 |
|
|
2015
Q3 | $211K | Buy |
+4,050
| New | +$211K | 0.23% | 131 |
|
|
2015
Q2 | – | Sell |
-4,400
| Closed | -$218K | – | 145 |
|
|
2015
Q1 | $218K | Sell |
4,400
-200
| -4% | -$9.91K | 0.22% | 128 |
|
|
2014
Q4 | $243K | Buy |
+4,600
| New | +$243K | 0.22% | 125 |
|