Mirabella Financial Services’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 |
-25,507
| Closed | -$2.09M | – | 709 |
|
|
2024
Q1 | $2.09M | Sell |
25,507
-79,103
| -76% | -$6.5M | 0.15% | 120 |
|
|
2023
Q4 | $8.81M | Buy |
104,610
+78,742
| +304% | +$6.63M | 1.17% | 17 |
|
|
2023
Q3 | $2.08M | Buy |
+25,868
| New | +$2.08M | 0.29% | 96 |
|
|
2022
Q3 | – | Sell |
-4,122
| Closed | -$415K | – | 567 |
|
|
2022
Q2 | $415K | Sell |
4,122
-858
| -17% | -$86.4K | 0.04% | 267 |
|
|
2022
Q1 | $497K | Sell |
4,980
-3,973
| -44% | -$397K | 0.06% | 244 |
|
|
2021
Q4 | $869K | Buy |
8,953
+5,304
| +145% | +$515K | 0.09% | 183 |
|
|
2021
Q3 | $322K | Buy |
3,649
+980
| +37% | +$86.5K | 0.04% | 305 |
|
|
2021
Q2 | $237K | Buy |
+2,669
| New | +$237K | 0.04% | 245 |
|
|
2021
Q1 | – | Sell |
-3,246
| Closed | -$299K | – | 423 |
|
|
2020
Q4 | $299K | Buy |
+3,246
| New | +$299K | 0.04% | 206 |
|