MWPCG
Measured Wealth Private Client Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,104
| Closed | -$212K | – | 187 |
|
|
2022
Q2 | $212K | Hold |
2,104
| – | – | 0.09% | 163 |
|
|
2022
Q1 | $210K | Hold |
2,104
| – | – | 0.08% | 164 |
|
|
2021
Q4 | $204K | Buy |
+2,104
| New | +$204K | 0.07% | 156 |
|
|
2021
Q1 | – | Sell |
-2,176
| Closed | -$200K | – | 165 |
|
|
2020
Q4 | $200K | Hold |
2,176
| – | – | 0.08% | 131 |
|
|
2020
Q3 | $211K | Buy |
+2,176
| New | +$211K | 0.1% | 126 |
|
|
2018
Q4 | – | Sell |
-710
| Closed | -$47K | – | 705 |
|
|
2018
Q3 | $47K | Buy |
+710
| New | +$47K | 0.03% | 371 |
|