ICA Group Wealth Management’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 |
-4
| Closed | -$353 | – | 1233 |
|
|
2023
Q2 | $353 | Buy |
+4
| New | +$353 | ﹤0.01% | 1277 |
|
|
2022
Q4 | – | Sell |
-5,504
| Closed | -$492K | – | 1343 |
|
|
2022
Q3 | $492K | Buy |
5,504
+33
| +0.6% | +$2.95K | 0.1% | 195 |
|
|
2022
Q2 | $589K | Buy |
5,471
+267
| +5% | +$28.7K | 0.11% | 176 |
|
|
2022
Q1 | $543K | Buy |
+5,204
| New | +$543K | 0.1% | 183 |
|