Kowal Investment Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.28M | Buy |
|
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $2.92M | Sell |
|
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.92M | Buy |
|
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.26M | Buy |
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|
2021
Q2 | $2.27M | Buy |
|
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $2.03M | Buy |
|