Loveless Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.07M | Buy |
20,580
+145
| +0.7% | +$14.6K | 1.36% | 26 |
|
|
2022
Q1 | $2.04M | Sell |
20,435
-150
| -0.7% | -$15K | 1.15% | 29 |
|
|
2021
Q4 | $2M | Sell |
20,585
-115
| -0.6% | -$11.2K | 1.1% | 33 |
|
|
2021
Q3 | $1.83M | Sell |
20,700
-170
| -0.8% | -$15K | 1.11% | 31 |
|
|
2021
Q2 | $1.86M | Buy |
20,870
+590
| +3% | +$52.5K | 1.13% | 31 |
|
|
2021
Q1 | $1.9M | Sell |
20,280
-15
| -0.1% | -$1.4K | 1.25% | 29 |
|
|
2020
Q4 | $1.87M | Buy |
20,295
+40
| +0.2% | +$3.68K | 1.38% | 26 |
|
|
2020
Q3 | $1.96M | Buy |
20,255
+455
| +2% | +$44.1K | 1.66% | 18 |
|
|
2020
Q2 | $1.74M | Sell |
19,800
-10
| -0.1% | -$876 | 1.62% | 19 |
|
|
2020
Q1 | $1.75M | Sell |
19,810
-300
| -1% | -$26.4K | 2.06% | 13 |
|
|
2019
Q4 | $1.84M | Buy |
+20,110
| New | +$1.84M | 1.58% | 17 |
|