Horan Securities’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$2.56K | – | 673 |
|
|
2023
Q2 | $2.56K | Hold |
29
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $2.75K | Hold |
29
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $2.72K | Hold |
29
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 436 |
|
|
2021
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $3K | Sell |
29
-28
| -49% | -$2.9K | ﹤0.01% | 360 |
|
|
2020
Q4 | $5K | Buy |
57
+28
| +97% | +$2.46K | ﹤0.01% | 312 |
|
|
2020
Q3 | $3K | Sell |
29
-82
| -74% | -$8.48K | ﹤0.01% | 303 |
|
|
2020
Q2 | $10K | Buy |
+111
| New | +$10K | 0.01% | 182 |
|