Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $471 | Hold |
6
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $493 | Buy |
6
+1
| +20% | +$82 | ﹤0.01% | 1005 |
|
|
2023
Q4 | $421 | Sell |
5
-139
| -97% | -$11.7K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $11.6K | Buy |
144
+43
| +43% | +$3.46K | ﹤0.01% | 613 |
|
|
2023
Q2 | $8.91K | Hold |
101
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $9.78K | Hold |
101
| – | – | ﹤0.01% | 569 |
|
|
2022
Q4 | $9.78K | Buy |
101
+32
| +46% | +$3.1K | ﹤0.01% | 561 |
|
|
2022
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 622 |
|
|
2022
Q1 | $7K | Sell |
69
-75
| -52% | -$7.61K | ﹤0.01% | 631 |
|
|
2021
Q4 | $14K | Buy |
144
+75
| +109% | +$7.29K | ﹤0.01% | 546 |
|
|
2021
Q3 | $6K | Buy |
69
+22
| +47% | +$1.91K | ﹤0.01% | 676 |
|
|
2021
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 707 |
|
|
2021
Q1 | $4K | Buy |
47
+41
| +683% | +$3.49K | ﹤0.01% | 682 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 776 |
|
|
2019
Q4 | – | Sell |
-757
| Closed | -$72K | – | 170 |
|
|
2019
Q3 | $72K | Hold |
757
| – | – | 0.03% | 59 |
|
|
2019
Q2 | $63K | Hold |
757
| – | – | 0.03% | 62 |
|
|
2019
Q1 | $60K | Buy |
+757
| New | +$60K | 0.03% | 73 |
|