Laurel Wealth Advisors (California)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $816K | Sell |
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|
2022
Q3 | $883K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $632K | Sell |
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|
2021
Q2 | $671K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $686K | Buy |
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|
2020
Q3 | $722K | Buy |
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|
2020
Q2 | $651K | Sell |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $722K | Buy |
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|
2019
Q3 | $735K | Buy |
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|
2019
Q2 | $620K | Sell |
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|
2019
Q1 | $614K | Buy |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $605K | Sell |
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|
2018
Q1 | $589K | Sell |
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|
2017
Q4 | $641K | Buy |
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|
2017
Q3 | $468K | Hold |
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|
2017
Q2 | $458K | Hold |
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|
2017
Q1 | $452K | Sell |
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|
2016
Q4 | $448K | Sell |
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|
2016
Q3 | $496K | Sell |
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|
2016
Q2 | $543K | Hold |
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|
2016
Q1 | $499K | Buy |
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|
2015
Q4 | $383K | Buy |
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