Lenox Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $49K | Hold |
465
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $45K | Hold |
465
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $41K | Hold |
465
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $41K | Buy |
+465
| New | +$41K | 0.01% | 256 |
|
|
2021
Q1 | – | Sell |
-84
| Closed | -$8K | – | 765 |
|
|
2020
Q4 | $8K | Hold |
84
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 402 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 946 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 826 |
|
|
2018
Q3 | – | Sell |
-107
| Closed | -$7K | – | 524 |
|
|
2018
Q2 | $7K | Sell |
107
-34
| -24% | -$2.22K | ﹤0.01% | 422 |
|
|
2018
Q1 | $9K | Buy |
141
+107
| +315% | +$6.83K | ﹤0.01% | 373 |
|
|
2017
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 352 |
|
|
2013
Q4 | – | Sell |
-93
| Closed | -$4K | – | 409 |
|
|
2013
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 191 |
|
|
2013
Q2 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 212 |
|