LeJeune Puetz Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $109K | Hold |
1,151
| – | – | 0.04% | 192 |
|
|
2022
Q4 | $108K | Hold |
1,151
| – | – | 0.04% | 190 |
|
|
2022
Q3 | $103K | Hold |
1,151
| – | – | 0.04% | 190 |
|
|
2022
Q2 | $115K | Hold |
1,151
| – | – | 0.04% | 185 |
|
|
2022
Q1 | $114K | Hold |
1,151
| – | – | 0.04% | 184 |
|
|
2021
Q4 | $112K | Hold |
1,151
| – | – | 0.04% | 190 |
|
|
2021
Q3 | $102K | Buy |
+1,151
| New | +$102K | 0.04% | 195 |
|
|
2020
Q1 | – | Sell |
-2,359
| Closed | -$218K | – | 192 |
|
|
2019
Q4 | $218K | Hold |
2,359
| – | – | 0.1% | 140 |
|
|
2019
Q3 | $224K | Sell |
2,359
-525
| -18% | -$49.9K | 0.11% | 135 |
|
|
2019
Q2 | $240K | Hold |
2,884
| – | – | 0.12% | 131 |
|
|
2019
Q1 | $228K | Hold |
2,884
| – | – | 0.12% | 129 |
|
|
2018
Q4 | $200K | Buy |
+2,884
| New | +$200K | 0.12% | 127 |
|