InceptionR’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 |
-8,247
| Closed | -$793K | – | 892 |
|
|
2024
Q3 | $793K | Sell |
8,247
-1,807
| -18% | -$174K | 0.19% | 199 |
|
|
2024
Q2 | $789K | Buy |
10,054
+7,321
| +268% | +$574K | 0.22% | 164 |
|
|
2024
Q1 | $224K | Buy |
+2,733
| New | +$224K | 0.06% | 495 |
|
|
2023
Q2 | – | Sell |
-12,049
| Closed | -$1.14M | – | 625 |
|
|
2023
Q1 | $1.14M | Buy |
+12,049
| New | +$1.14M | 0.37% | 71 |
|