Gofen & Glossberg’s WEC Energy WEC Stock Holding History

Gofen & Glossberg’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$5.1M	Buy
2022 Q3	$4.86M	Sell
2022 Q2	$5.53M	Sell
2022 Q1	$5.54M	Sell
2021 Q4	$5.42M	Sell
2021 Q3	$4.95M	Sell
2021 Q2	$5.01M	Sell
2021 Q1	$5.37M	Buy
2020 Q4	$5.19M	Sell
2020 Q3	$5.56M	Buy
2020 Q2	$3.65M	Buy
2020 Q1	$3.59M	Buy
2019 Q4	$3.62M	Buy
2019 Q3	$3.73M	Sell
2019 Q2	$3.51M	Sell
2019 Q1	$3.39M	Buy
2018 Q4	$2.96M	Buy
2018 Q3	$2.81M	Sell
2018 Q2	$2.75M	Hold
2018 Q1	$2.67M	Hold
2017 Q4	$2.83M	Sell
2017 Q3	$2.71M	Sell
2017 Q2	$2.66M	Sell
2017 Q1	$2.64M	Sell
2016 Q4	$2.58M	Hold
2016 Q3	$2.63M	Sell
2016 Q2	$2.91M	Sell
2016 Q1	$2.69M	Buy
2015 Q4	$2.29M	Hold
2015 Q3	$2.33M	Sell
2015 Q2	$2.11M	Buy
2015 Q1	$1.95M	Sell
2014 Q4	$2.1M	Sell
2014 Q3	$1.74M	Sell
2014 Q2	$1.91M	Buy
2014 Q1	$1.78M	Sell
2013 Q4	$1.7M	Sell
2013 Q3	$1.7M	Hold
2013 Q2	$1.73M	Buy