Grove Bank & Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.1K | Buy |
250
+86
| +52% | +$8.96K | ﹤0.01% | 500 |
|
2025
Q1 | $17.9K | Buy |
164
+58
| +55% | +$6.32K | ﹤0.01% | 537 |
|
2024
Q4 | $9.97K | Buy |
106
+42
| +66% | +$3.95K | ﹤0.01% | 529 |
|
2024
Q3 | $6.16K | Buy |
+64
| New | +$6.16K | ﹤0.01% | 532 |
|
2024
Q1 | – | Sell |
-93
| Closed | -$7.83K | – | 603 |
|
2023
Q4 | $7.83K | Hold |
93
| – | – | ﹤0.01% | 508 |
|
2023
Q3 | $7.49K | Buy |
93
+51
| +121% | +$4.11K | ﹤0.01% | 543 |
|
2023
Q2 | $3.71K | Hold |
42
| – | – | ﹤0.01% | 573 |
|
2023
Q1 | $3.98K | Buy |
+42
| New | +$3.98K | ﹤0.01% | 584 |
|
2018
Q1 | – | Sell |
-174
| Closed | -$12K | – | 456 |
|
2017
Q4 | $12K | Hold |
174
| – | – | 0.01% | 431 |
|
2017
Q3 | $11K | Sell |
174
-141
| -45% | -$8.91K | 0.01% | 459 |
|
2017
Q2 | $19K | Buy |
315
+174
| +123% | +$10.5K | 0.01% | 392 |
|
2017
Q1 | $9K | Hold |
141
| – | – | 0.01% | 352 |
|
2016
Q4 | $8K | Buy |
+141
| New | +$8K | 0.01% | 394 |
|