LeJeune Puetz Investment Counsel’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $103K | Hold |
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|
2022
Q2 | $115K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $102K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $200K | Buy |
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