Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,914
| Closed | -$273K | – | 392 |
|
|
2021
Q1 | $273K | Sell |
2,914
-290
| -9% | -$27.2K | 0.04% | 290 |
|
|
2020
Q4 | $294K | Buy |
3,204
+308
| +11% | +$28.3K | 0.05% | 258 |
|
|
2020
Q3 | $280K | Buy |
2,896
+39
| +1% | +$3.77K | 0.07% | 195 |
|
|
2020
Q2 | $250K | Sell |
2,857
-204
| -7% | -$17.9K | 0.08% | 181 |
|
|
2020
Q1 | $269K | Buy |
+3,061
| New | +$269K | 0.12% | 167 |
|