KC
Kenfarb & Co’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45M | Sell |
18,049
-200
| -1% | -$16.1K | 1.33% | 22 |
|
|
2023
Q2 | $1.61M | Sell |
18,249
-511
| -3% | -$45.1K | 1.4% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
18,760
-1,010
| -5% | -$95.7K | 1.59% | 19 |
|
|
2022
Q4 | $1.85M | Sell |
19,770
-1,125
| -5% | -$105K | 1.64% | 19 |
|
|
2022
Q3 | $1.87M | Sell |
20,895
-500
| -2% | -$44.7K | 1.78% | 16 |
|
|
2022
Q2 | $2.14M | Hold |
21,395
| – | – | 1.69% | 17 |
|
|
2022
Q1 | $2.14M | Sell |
21,395
-50
| -0.2% | -$4.99K | 1.69% | 17 |
|
|
2021
Q4 | $2.08M | Buy |
+21,445
| New | +$2.08M | 1.52% | 22 |
|