Meridian Wealth Partners’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 |
-488
| Closed | -$46K | – | 1249 |
|
|
2021
Q1 | $46K | Buy |
488
+181
| +59% | +$17.1K | 0.01% | 164 |
|
|
2020
Q4 | $28K | Hold |
307
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $30K | Sell |
307
-68
| -18% | -$6.65K | 0.02% | 168 |
|
|
2020
Q2 | $33K | Hold |
375
| – | – | 0.02% | 158 |
|
|
2020
Q1 | $33K | Hold |
375
| – | – | 0.02% | 146 |
|
|
2019
Q4 | $35K | Buy |
+375
| New | +$35K | 0.02% | 149 |
|