Laurel Wealth Advisors (California)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $816K | Sell |
8,705
-1,174
| -12% | -$110K | 0.08% | 259 |
|
|
2022
Q3 | $883K | Sell |
9,879
-1,108
| -10% | -$99K | 0.09% | 234 |
|
|
2022
Q2 | $1.11M | Buy |
10,987
+3,517
| +47% | +$354K | 0.11% | 201 |
|
|
2022
Q1 | $746K | Buy |
7,470
+1
| +0% | +$100 | 0.06% | 310 |
|
|
2021
Q4 | $725K | Buy |
7,469
+305
| +4% | +$29.6K | 0.06% | 340 |
|
|
2021
Q3 | $632K | Sell |
7,164
-378
| -5% | -$33.3K | 0.12% | 202 |
|
|
2021
Q2 | $671K | Buy |
7,542
+61
| +0.8% | +$5.43K | 0.09% | 226 |
|
|
2021
Q1 | $700K | Buy |
7,481
+31
| +0.4% | +$2.9K | 0.11% | 201 |
|
|
2020
Q4 | $686K | Buy |
7,450
+1
| +0% | +$92 | 0.1% | 194 |
|
|
2020
Q3 | $722K | Buy |
7,449
+21
| +0.3% | +$2.04K | 0.12% | 181 |
|
|
2020
Q2 | $651K | Sell |
7,428
-239
| -3% | -$20.9K | 0.12% | 185 |
|
|
2020
Q1 | $676K | Sell |
7,667
-165
| -2% | -$14.5K | 0.16% | 154 |
|
|
2019
Q4 | $722K | Buy |
7,832
+101
| +1% | +$9.31K | 0.12% | 183 |
|
|
2019
Q3 | $735K | Buy |
7,731
+292
| +4% | +$27.8K | 0.13% | 185 |
|
|
2019
Q2 | $620K | Sell |
7,439
-328
| -4% | -$27.3K | 0.14% | 166 |
|
|
2019
Q1 | $614K | Buy |
7,767
+293
| +4% | +$23.2K | 0.15% | 154 |
|
|
2018
Q4 | $517K | Sell |
7,474
-380
| -5% | -$26.3K | 0.15% | 153 |
|
|
2018
Q3 | $524K | Sell |
7,854
-1,513
| -16% | -$101K | 0.13% | 180 |
|
|
2018
Q2 | $605K | Sell |
9,367
-32
| -0.3% | -$2.07K | 0.16% | 139 |
|
|
2018
Q1 | $589K | Sell |
9,399
-262
| -3% | -$16.4K | 0.18% | 129 |
|
|
2017
Q4 | $641K | Buy |
9,661
+2,196
| +29% | +$146K | 0.18% | 134 |
|
|
2017
Q3 | $468K | Hold |
7,465
| – | – | 0.16% | 156 |
|
|
2017
Q2 | $458K | Hold |
7,465
| – | – | 0.16% | 161 |
|
|
2017
Q1 | $452K | Sell |
7,465
-187
| -2% | -$11.3K | 0.17% | 146 |
|
|
2016
Q4 | $448K | Sell |
7,652
-638
| -8% | -$37.4K | 0.2% | 128 |
|
|
2016
Q3 | $496K | Sell |
8,290
-18
| -0.2% | -$1.08K | 0.23% | 108 |
|
|
2016
Q2 | $543K | Hold |
8,308
| – | – | 0.26% | 100 |
|
|
2016
Q1 | $499K | Buy |
8,308
+850
| +11% | +$51.1K | 0.25% | 101 |
|
|
2015
Q4 | $383K | Buy |
+7,458
| New | +$383K | 0.2% | 133 |
|