Johnson Midwest Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $211K | Hold |
2,617
| – | – | 0.47% | 29 |
|
|
2023
Q2 | $231K | Hold |
2,617
| – | – | 0.2% | 31 |
|
|
2023
Q1 | $248K | Hold |
2,617
| – | – | 0.36% | 25 |
|
|
2022
Q4 | $245K | Hold |
2,617
| – | – | 0.9% | 22 |
|
|
2022
Q3 | $234 | Hold |
2,617
| – | – | 0.89% | 22 |
|
|
2022
Q2 | $263K | Hold |
2,617
| – | – | 0.35% | 26 |
|
|
2022
Q1 | $261K | Buy |
2,617
+2,401
| +1,112% | +$239K | 0.37% | 26 |
|
|
2021
Q4 | $254K | Sell |
216
-2,401
| -92% | -$2.82M | 0.19% | 31 |
|
|
2021
Q3 | $231K | Hold |
2,617
| – | – | 0.19% | 37 |
|
|
2021
Q2 | $233K | Hold |
2,617
| – | – | 0.23% | 33 |
|
|
2021
Q1 | $245K | Hold |
2,617
| – | – | 0.26% | 30 |
|
|
2020
Q4 | $241K | Buy |
+2,617
| New | +$241K | 0.23% | 30 |
|