Kowal Investment Group’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 | $3.88M | Sell |
40,325
-37
| -0.1% | -$3.56K | 0.71% | 20 |
|
|
2024
Q2 | $3.17M | Buy |
40,362
+317
| +0.8% | +$24.9K | 0.63% | 23 |
|
|
2024
Q1 | $3.29M | Sell |
40,045
-220
| -0.5% | -$18.1K | 0.71% | 21 |
|
|
2023
Q4 | $3.39M | Sell |
40,265
-498
| -1% | -$41.9K | 0.79% | 15 |
|
|
2023
Q3 | $3.28M | Buy |
40,763
+4,698
| +13% | +$378K | 0.89% | 14 |
|
|
2023
Q2 | $3.18M | Buy |
36,065
+5,242
| +17% | +$463K | 0.85% | 14 |
|
|
2023
Q1 | $2.92M | Sell |
30,823
-1,543
| -5% | -$146K | 0.83% | 16 |
|
|
2022
Q4 | $3.03M | Buy |
32,366
+3,317
| +11% | +$311K | 0.91% | 16 |
|
|
2022
Q3 | $2.6M | Buy |
29,049
+29
| +0.1% | +$2.59K | 0.88% | 16 |
|
|
2022
Q2 | $2.92M | Buy |
29,020
+3,018
| +12% | +$304K | 0.96% | 13 |
|
|
2022
Q1 | $2.6M | Buy |
26,002
+260
| +1% | +$25.9K | 0.79% | 13 |
|
|
2021
Q4 | $2.5M | Buy |
25,742
+148
| +0.6% | +$14.4K | 0.74% | 13 |
|
|
2021
Q3 | $2.26M | Buy |
25,594
+115
| +0.5% | +$10.1K | 0.71% | 13 |
|
|
2021
Q2 | $2.27M | Buy |
25,479
+1,623
| +7% | +$144K | 0.82% | 13 |
|
|
2021
Q1 | $2.23M | Buy |
23,856
+95
| +0.4% | +$8.89K | 0.9% | 10 |
|
|
2020
Q4 | $2.03M | Buy |
+23,761
| New | +$2.03M | 0.94% | 10 |
|