Kelly Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-427
| Closed | -$33.5K | – | 763 |
|
|
2024
Q2 | $33.5K | Buy |
427
+117
| +38% | +$9.18K | 0.01% | 275 |
|
|
2024
Q1 | $25.5K | Buy |
310
+1
| +0.3% | +$82 | 0.01% | 298 |
|
|
2023
Q4 | $26K | Buy |
309
+244
| +375% | +$20.5K | 0.01% | 270 |
|
|
2023
Q3 | $5.24K | Hold |
65
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $5.74K | Hold |
65
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $6.16K | Hold |
65
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $6.09K | Hold |
65
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $5.81K | Hold |
65
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $6.54K | Hold |
65
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $6.49K | Hold |
65
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $6.31K | Hold |
65
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $5.73K | Sell |
65
-5,717
| -99% | -$504K | ﹤0.01% | 402 |
|
|
2021
Q2 | $65K | Buy |
5,782
+5,717
| +8,795% | +$64.3K | ﹤0.01% | 428 |
|
|
2021
Q1 | $6.08K | Hold |
65
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $5.98K | Hold |
65
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $6.3K | Hold |
65
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $5.7K | Hold |
65
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $5.73K | Hold |
65
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $6.18K | Hold |
65
| – | – | 0.01% | 273 |
|
|
2019
Q2 | $5.42K | Hold |
65
| – | – | ﹤0.01% | 282 |
|
|
2019
Q1 | $5.14K | Buy |
+65
| New | +$5.14K | 0.01% | 290 |
|