Mattern 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
Q2 | – | Sell |
-12,028
| Closed | -$988K | – | 185 |
|
|
2024
Q1 | $988K | Sell |
12,028
-64
| -0.5% | -$5.26K | 0.24% | 88 |
|
|
2023
Q4 | $1.02M | Sell |
12,092
-191
| -2% | -$16.1K | 0.26% | 85 |
|
|
2023
Q3 | $989K | Buy |
12,283
+2,593
| +27% | +$209K | 0.29% | 83 |
|
|
2023
Q2 | $855K | Buy |
9,690
+2,370
| +32% | +$209K | 0.25% | 86 |
|
|
2023
Q1 | $694K | Buy |
+7,320
| New | +$694K | 0.23% | 96 |
|
|
2021
Q1 | – | Sell |
-11,317
| Closed | -$1.04M | – | 163 |
|
|
2020
Q4 | $1.04M | Sell |
11,317
-1,478
| -12% | -$136K | 0.39% | 75 |
|
|
2020
Q3 | $1.24M | Buy |
12,795
+856
| +7% | +$83K | 0.53% | 59 |
|
|
2020
Q2 | $1.05M | Buy |
11,939
+1,060
| +10% | +$92.9K | 0.51% | 63 |
|
|
2020
Q1 | $959K | Sell |
10,879
-227
| -2% | -$20K | 0.69% | 48 |
|
|
2019
Q4 | $1.02M | Buy |
+11,106
| New | +$1.02M | 0.61% | 64 |
|