Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,356
| Closed | -$1.46M | – | 116 |
|
|
2022
Q3 | $1.46M | Buy |
16,356
+10,449
| +177% | +$935K | 0.29% | 67 |
|
|
2022
Q2 | $594K | Sell |
5,907
-9,094
| -61% | -$914K | 0.28% | 68 |
|
|
2022
Q1 | $1.5M | Buy |
15,001
+305
| +2% | +$30.4K | 0.21% | 86 |
|
|
2021
Q4 | $1.43M | Buy |
14,696
+429
| +3% | +$41.6K | 0.18% | 94 |
|
|
2021
Q3 | $9K | Buy |
14,267
+404
| +3% | +$255 | 0.11% | 69 |
|
|
2021
Q2 | $1.23M | Sell |
13,863
-304
| -2% | -$27K | 0.16% | 97 |
|
|
2021
Q1 | $1.33M | Sell |
14,167
-153
| -1% | -$14.3K | 0.2% | 94 |
|
|
2020
Q4 | $1.32M | Buy |
14,320
+2,208
| +18% | +$203K | 0.18% | 102 |
|
|
2020
Q3 | $1.17M | Buy |
12,112
+1,414
| +13% | +$137K | 0.18% | 96 |
|
|
2020
Q2 | $938K | Buy |
10,698
+3,251
| +44% | +$285K | 0.17% | 101 |
|
|
2020
Q1 | $640K | Buy |
+7,447
| New | +$640K | 0.13% | 93 |
|