GG
Gofen & Glossberg’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.1M | Buy |
54,354
+5
| +0% | +$469 | 0.13% | 137 |
|
|
2022
Q3 | $4.86M | Sell |
54,349
-594
| -1% | -$53.1K | 0.14% | 133 |
|
|
2022
Q2 | $5.53M | Sell |
54,943
-561
| -1% | -$56.5K | 0.15% | 128 |
|
|
2022
Q1 | $5.54M | Sell |
55,504
-283
| -0.5% | -$28.2K | 0.13% | 133 |
|
|
2021
Q4 | $5.42M | Sell |
55,787
-359
| -0.6% | -$34.8K | 0.12% | 140 |
|
|
2021
Q3 | $4.95M | Sell |
56,146
-178
| -0.3% | -$15.7K | 0.12% | 144 |
|
|
2021
Q2 | $5.01M | Sell |
56,324
-1,097
| -2% | -$97.6K | 0.12% | 143 |
|
|
2021
Q1 | $5.37M | Buy |
57,421
+1,037
| +2% | +$97.1K | 0.14% | 131 |
|
|
2020
Q4 | $5.19M | Sell |
56,384
-1,004
| -2% | -$92.4K | 0.14% | 126 |
|
|
2020
Q3 | $5.56M | Buy |
57,388
+15,760
| +38% | +$1.53M | 0.17% | 111 |
|
|
2020
Q2 | $3.65M | Buy |
41,628
+940
| +2% | +$82.4K | 0.12% | 131 |
|
|
2020
Q1 | $3.59M | Buy |
40,688
+1,406
| +4% | +$124K | 0.14% | 120 |
|
|
2019
Q4 | $3.62M | Buy |
39,282
+25
| +0.1% | +$2.31K | 0.12% | 128 |
|
|
2019
Q3 | $3.73M | Sell |
39,257
-2,806
| -7% | -$267K | 0.13% | 124 |
|
|
2019
Q2 | $3.51M | Sell |
42,063
-826
| -2% | -$68.9K | 0.12% | 129 |
|
|
2019
Q1 | $3.39M | Buy |
42,889
+171
| +0.4% | +$13.5K | 0.12% | 127 |
|
|
2018
Q4 | $2.96M | Buy |
42,718
+598
| +1% | +$41.4K | 0.12% | 128 |
|
|
2018
Q3 | $2.81M | Sell |
42,120
-500
| -1% | -$33.4K | 0.1% | 143 |
|
|
2018
Q2 | $2.76M | Hold |
42,620
| – | – | 0.1% | 139 |
|
|
2018
Q1 | $2.67M | Hold |
42,620
| – | – | 0.1% | 142 |
|
|
2017
Q4 | $2.83M | Sell |
42,620
-500
| -1% | -$33.2K | 0.1% | 142 |
|
|
2017
Q3 | $2.71M | Sell |
43,120
-200
| -0.5% | -$12.6K | 0.1% | 145 |
|
|
2017
Q2 | $2.66M | Sell |
43,320
-186
| -0.4% | -$11.4K | 0.1% | 145 |
|
|
2017
Q1 | $2.64M | Sell |
43,506
-414
| -0.9% | -$25.1K | 0.1% | 143 |
|
|
2016
Q4 | $2.58M | Hold |
43,920
| – | – | 0.11% | 142 |
|
|
2016
Q3 | $2.63M | Sell |
43,920
-705
| -2% | -$42.2K | 0.11% | 138 |
|
|
2016
Q2 | $2.91M | Sell |
44,625
-136
| -0.3% | -$8.88K | 0.12% | 131 |
|
|
2016
Q1 | $2.69M | Buy |
44,761
+49
| +0.1% | +$2.94K | 0.11% | 137 |
|
|
2015
Q4 | $2.29M | Hold |
44,712
| – | – | 0.1% | 149 |
|
|
2015
Q3 | $2.34M | Sell |
44,712
-2,123
| -5% | -$111K | 0.11% | 142 |
|
|
2015
Q2 | $2.11M | Buy |
46,835
+7,353
| +19% | +$331K | 0.09% | 161 |
|
|
2015
Q1 | $1.95M | Sell |
39,482
-400
| -1% | -$19.8K | 0.08% | 166 |
|
|
2014
Q4 | $2.1M | Sell |
39,882
-680
| -2% | -$35.9K | 0.09% | 158 |
|
|
2014
Q3 | $1.74M | Sell |
40,562
-88
| -0.2% | -$3.78K | 0.08% | 170 |
|
|
2014
Q2 | $1.91M | Buy |
40,650
+242
| +0.6% | +$11.4K | 0.08% | 168 |
|
|
2014
Q1 | $1.78M | Sell |
40,408
-700
| -2% | -$30.8K | 0.08% | 167 |
|
|
2013
Q4 | $1.7M | Sell |
41,108
-1,000
| -2% | -$41.3K | 0.08% | 170 |
|
|
2013
Q3 | $1.7M | Hold |
42,108
| – | – | 0.09% | 163 |
|
|
2013
Q2 | $1.73M | Buy |
+42,108
| New | +$1.73M | 0.09% | 158 |
|