Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$10.5K | – | 471 |
|
|
2023
Q4 | $10.5K | Hold |
125
| – | – | ﹤0.01% | 317 |
|
|
2023
Q3 | $10.1K | Hold |
125
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $12K | Hold |
125
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $11.7K | Hold |
125
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $13K | Sell |
125
-30
| -19% | -$3.12K | ﹤0.01% | 393 |
|
|
2022
Q1 | $15K | Buy |
155
+30
| +24% | +$2.9K | ﹤0.01% | 401 |
|
|
2021
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 343 |
|