Graves Light Lenhart Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-279
| Closed | -$28K | – | 611 |
|
|
2022
Q2 | $28K | Hold |
279
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $28K | Hold |
279
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $27K | Hold |
279
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $25K | Hold |
279
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $25K | Hold |
279
| – | – | ﹤0.01% | 470 |
|
|
2021
Q1 | $26K | Hold |
279
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $26K | Buy |
+279
| New | +$26K | ﹤0.01% | 446 |
|