Newbridge Financial Services Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Buy |
196
+16
| +9% | +$1.66K | ﹤0.01% | 720 |
|
|
2025
Q1 | $19.6K | Buy |
180
+1
| +0.6% | +$109 | ﹤0.01% | 550 |
|
|
2024
Q4 | $16.8K | Buy |
179
+116
| +184% | +$10.9K | ﹤0.01% | 641 |
|
|
2024
Q3 | $6.07K | Hold |
63
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $4.91K | Buy |
63
+36
| +133% | +$2.8K | ﹤0.01% | 849 |
|
|
2024
Q1 | $2.24K | Sell |
27
-180
| -87% | -$14.9K | ﹤0.01% | 984 |
|
|
2023
Q4 | $17.4K | Sell |
207
-82
| -28% | -$6.9K | 0.01% | 618 |
|
|
2023
Q3 | $23.3K | Buy |
289
+1
| +0.3% | +$80 | 0.01% | 605 |
|
|
2023
Q2 | $25.5K | Hold |
288
| – | – | 0.01% | 621 |
|
|
2023
Q1 | $27.3K | Hold |
288
| – | – | 0.01% | 617 |
|
|
2022
Q4 | $27K | Buy |
288
+26
| +10% | +$2.44K | 0.02% | 631 |
|
|
2022
Q3 | $23K | Hold |
262
| – | – | 0.01% | 661 |
|
|
2022
Q2 | $26K | Hold |
262
| – | – | 0.02% | 581 |
|
|
2022
Q1 | $26K | Buy |
262
+46
| +21% | +$4.57K | 0.01% | 655 |
|
|
2021
Q4 | $21K | Buy |
+216
| New | +$21K | 0.01% | 717 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$12K | – | 1437 |
|
|
2020
Q4 | $12K | Sell |
130
-14
| -10% | -$1.29K | 0.01% | 680 |
|
|
2020
Q3 | $14K | Buy |
+144
| New | +$14K | 0.01% | 594 |
|