McKinley Carter Wealth Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,512
| Closed | -$222K | – | 301 |
|
|
2023
Q2 | $222K | Hold |
2,512
| – | – | 0.02% | 283 |
|
|
2023
Q1 | $238K | Sell |
2,512
-613
| -20% | -$58.1K | 0.02% | 272 |
|
|
2022
Q4 | $293K | Buy |
3,125
+725
| +30% | +$68K | 0.02% | 244 |
|
|
2022
Q3 | $215K | Sell |
2,400
-208
| -8% | -$18.6K | 0.02% | 265 |
|
|
2022
Q2 | $262K | Buy |
2,608
+197
| +8% | +$19.8K | 0.02% | 255 |
|
|
2022
Q1 | $241K | Sell |
2,411
-415
| -15% | -$41.5K | 0.02% | 262 |
|
|
2021
Q4 | $274K | Buy |
2,826
+415
| +17% | +$40.2K | 0.02% | 253 |
|
|
2021
Q3 | $213K | Hold |
2,411
| – | – | 0.02% | 274 |
|
|
2021
Q2 | $214K | Sell |
2,411
-19
| -0.8% | -$1.69K | 0.02% | 271 |
|
|
2021
Q1 | $228K | Sell |
2,430
-30
| -1% | -$2.82K | 0.02% | 270 |
|
|
2020
Q4 | $226K | Buy |
+2,460
| New | +$226K | 0.03% | 240 |
|