Mitsubishi UFJ Morgan Stanley Securities’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$3K | – | 187 |
|
|
2022
Q4 | $3K | Sell |
30
-30
| -50% | -$3K | 0.03% | 175 |
|
|
2022
Q3 | $5K | Hold |
60
| – | – | 0.07% | 146 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $6K | Sell |
60
-210
| -78% | -$21K | 0.01% | 147 |
|
|
2021
Q4 | $26K | Sell |
270
-270
| -50% | -$26K | 0.01% | 119 |
|
|
2021
Q3 | $48K | Sell |
540
-340
| -39% | -$30.2K | 0.04% | 70 |
|
|
2021
Q2 | $78K | Buy |
+880
| New | +$78K | 0.58% | 40 |
|
|
2014
Q2 | – | Sell |
-220
| Closed | -$10K | – | 294 |
|
|
2014
Q1 | $10K | Buy |
+220
| New | +$10K | 0.03% | 207 |
|