Lee Financial’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32
| Closed | -$2.58K | – | 936 |
|
|
2023
Q3 | $2.58K | Buy |
+32
| New | +$2.58K | ﹤0.01% | 638 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$469 | – | 964 |
|
|
2022
Q4 | $469 | Hold |
5
| – | – | ﹤0.01% | 829 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1035 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$3K | – | 554 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 422 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 451 |
|
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 472 |
|
|
2019
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 462 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$11K | – | 735 |
|
|
2018
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 456 |
|