Jaffetilchin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$24K | – | 1302 |
|
|
2024
Q3 | $24K | Buy |
+250
| New | +$24K | ﹤0.01% | 720 |
|
|
2020
Q2 | – | Sell |
-4,298
| Closed | -$379K | – | 241 |
|
|
2020
Q1 | $379K | Sell |
4,298
-307
| -7% | -$27.1K | 0.13% | 100 |
|
|
2019
Q4 | $425K | Sell |
4,605
-479
| -9% | -$44.2K | 0.09% | 135 |
|
|
2019
Q3 | $483K | Buy |
5,084
+335
| +7% | +$31.8K | 0.12% | 116 |
|
|
2019
Q2 | $396K | Buy |
+4,749
| New | +$396K | 0.09% | 159 |
|
|
2019
Q1 | – | Sell |
-4,602
| Closed | -$319K | – | 316 |
|
|
2018
Q4 | $319K | Sell |
4,602
-79
| -2% | -$5.48K | 0.08% | 174 |
|
|
2018
Q3 | $313K | Buy |
+4,681
| New | +$313K | 0.07% | 226 |
|
|
2017
Q4 | – | Sell |
-3,700
| Closed | -$232K | – | 304 |
|
|
2017
Q3 | $232K | Buy |
+3,700
| New | +$232K | 0.05% | 261 |
|
|
2017
Q2 | – | Sell |
-3,489
| Closed | -$212K | – | 298 |
|
|
2017
Q1 | $212K | Buy |
+3,489
| New | +$212K | 0.05% | 241 |
|
|
2016
Q3 | – | Sell |
-5,535
| Closed | -$361K | – | 265 |
|
|
2016
Q2 | $361K | Buy |
+5,535
| New | +$361K | 0.11% | 148 |
|