IFG Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,670
| Closed | -$257K | – | 155 |
|
|
2024
Q3 | $257K | Hold |
2,670
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $209K | Hold |
2,670
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $219K | Hold |
2,670
| – | – | 0.06% | 121 |
|
|
2023
Q4 | $225K | Hold |
2,670
| – | – | 0.07% | 113 |
|
|
2023
Q3 | $215K | Hold |
2,670
| – | – | 0.08% | 113 |
|
|
2023
Q2 | $236K | Hold |
2,670
| – | – | 0.08% | 109 |
|
|
2023
Q1 | $253K | Hold |
2,670
| – | – | 0.1% | 103 |
|
|
2022
Q4 | $250K | Hold |
2,670
| – | – | 0.11% | 99 |
|
|
2022
Q3 | $239K | Hold |
2,670
| – | – | 0.12% | 94 |
|
|
2022
Q2 | $269K | Hold |
2,670
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $266K | Hold |
2,670
| – | – | 0.12% | 92 |
|
|
2021
Q4 | $259K | Hold |
2,670
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $235K | Hold |
2,670
| – | – | 0.11% | 92 |
|
|
2021
Q2 | $237K | Hold |
2,670
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $250K | Buy |
+2,670
| New | +$250K | 0.14% | 81 |
|
|
2020
Q4 | – | Sell |
-2,670
| Closed | -$259K | – | 89 |
|
|
2020
Q3 | $259K | Hold |
2,670
| – | – | 0.18% | 72 |
|
|
2020
Q2 | $234K | Hold |
2,670
| – | – | 0.18% | 76 |
|
|
2020
Q1 | $235K | Hold |
2,670
| – | – | 0.23% | 67 |
|
|
2019
Q4 | $246K | Hold |
2,670
| – | – | 0.2% | 54 |
|
|
2019
Q3 | $254K | Buy |
+2,670
| New | +$254K | 0.24% | 49 |
|