LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 610 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 624 |
|
|
2021
Q4 | – | Sell |
-46
| Closed | -$4K | – | 774 |
|
|
2021
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 677 |
|
|
2021
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 775 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | -$4K | – | 711 |
|
|
2020
Q4 | $4K | Sell |
46
-159
| -78% | -$13.8K | ﹤0.01% | 716 |
|
|
2020
Q3 | $20K | Hold |
205
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $18K | Hold |
205
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $18K | Hold |
205
| – | – | ﹤0.01% | 480 |
|
|
2019
Q4 | $19K | Hold |
205
| – | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $19K | Hold |
205
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $17K | Buy |
+205
| New | +$17K | ﹤0.01% | 520 |
|
|
2018
Q1 | – | Sell |
-111
| Closed | -$7K | – | 796 |
|
|
2017
Q4 | $7K | Hold |
111
| – | – | ﹤0.01% | 592 |
|
|
2017
Q3 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 577 |
|
|
2014
Q1 | – | Sell |
-970
| Closed | -$40K | – | 642 |
|
|
2013
Q4 | $40K | Hold |
970
| – | – | ﹤0.01% | 410 |
|
|
2013
Q3 | $39K | Hold |
970
| – | – | ﹤0.01% | 388 |
|
|
2013
Q2 | $40K | Buy |
+970
| New | +$40K | ﹤0.01% | 407 |
|