Investment Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,832
| Closed | -$522K | – | 249 |
|
|
2022
Q3 | $522K | Buy |
5,832
+3,770
| +183% | +$337K | 0.16% | 132 |
|
|
2022
Q2 | $208K | Sell |
2,062
-47
| -2% | -$4.74K | 0.1% | 149 |
|
|
2022
Q1 | $210K | Buy |
2,109
+13
| +0.6% | +$1.29K | 0.09% | 162 |
|
|
2021
Q4 | $203K | Sell |
2,096
-316
| -13% | -$30.6K | 0.08% | 168 |
|
|
2021
Q3 | $213K | Sell |
2,412
-510
| -17% | -$45K | 0.1% | 156 |
|
|
2021
Q2 | $260K | Buy |
2,922
+12
| +0.4% | +$1.07K | 0.12% | 143 |
|
|
2021
Q1 | $272K | Buy |
2,910
+15
| +0.5% | +$1.4K | 0.13% | 130 |
|
|
2020
Q4 | $266K | Buy |
+2,895
| New | +$266K | 0.14% | 125 |
|
|
2019
Q2 | – | Sell |
-2,974
| Closed | -$235K | – | 154 |
|
|
2019
Q1 | $235K | Buy |
2,974
+13
| +0.4% | +$1.03K | 0.17% | 127 |
|
|
2018
Q4 | $205K | Buy |
+2,961
| New | +$205K | 0.17% | 124 |
|
|
2018
Q1 | – | Sell |
-3,710
| Closed | -$246K | – | 162 |
|
|
2017
Q4 | $246K | Buy |
+3,710
| New | +$246K | 0.18% | 126 |
|
|
2016
Q4 | – | Sell |
-3,868
| Closed | -$232K | – | 176 |
|
|
2016
Q3 | $232K | Buy |
+3,868
| New | +$232K | 0.13% | 159 |
|