IB
Intrust Bank’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,674
| Closed | -$257K | – | 403 |
|
|
2024
Q3 | $257K | Buy |
+2,674
| New | +$257K | 0.03% | 347 |
|
|
2023
Q2 | – | Sell |
-2,128
| Closed | -$202K | – | 398 |
|
|
2023
Q1 | $202K | Buy |
+2,128
| New | +$202K | 0.03% | 382 |
|
|
2022
Q3 | – | Sell |
-2,096
| Closed | -$211K | – | 391 |
|
|
2022
Q2 | $211K | Sell |
2,096
-67
| -3% | -$6.75K | 0.03% | 366 |
|
|
2022
Q1 | $215K | Sell |
2,163
-333
| -13% | -$33.1K | 0.03% | 363 |
|
|
2021
Q4 | $242K | Sell |
2,496
-50
| -2% | -$4.85K | 0.03% | 362 |
|
|
2021
Q3 | $224K | Buy |
2,546
+208
| +9% | +$18.3K | 0.03% | 358 |
|
|
2021
Q2 | $208K | Sell |
2,338
-8
| -0.3% | -$712 | 0.03% | 363 |
|
|
2021
Q1 | $219K | Hold |
2,346
| – | – | 0.03% | 351 |
|
|
2020
Q4 | $216K | Hold |
2,346
| – | – | 0.03% | 337 |
|
|
2020
Q3 | $227K | Hold |
2,346
| – | – | 0.04% | 300 |
|
|
2020
Q2 | $205K | Hold |
2,346
| – | – | 0.04% | 310 |
|
|
2020
Q1 | $206K | Sell |
2,346
-24
| -1% | -$2.11K | 0.06% | 295 |
|
|
2019
Q4 | $218K | Buy |
2,370
+46
| +2% | +$4.23K | 0.05% | 321 |
|
|
2019
Q3 | $221K | Buy |
+2,324
| New | +$221K | 0.06% | 314 |
|
|
2015
Q3 | – | Sell |
-4,638
| Closed | -$209K | – | 279 |
|
|
2015
Q2 | $209K | Sell |
4,638
-2
| -0% | -$90 | 0.07% | 257 |
|
|
2015
Q1 | $230K | Sell |
4,640
-173
| -4% | -$8.58K | 0.08% | 243 |
|
|
2014
Q4 | $254K | Buy |
+4,813
| New | +$254K | 0.09% | 234 |
|