Next Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $96K | Buy |
984
+51
| +5% | +$4.98K | 0.01% | 1188 |
|
|
2021
Q3 | $82K | Sell |
933
-51
| -5% | -$4.48K | 0.01% | 1205 |
|
|
2021
Q2 | $87K | Sell |
984
-211
| -18% | -$18.7K | 0.01% | 1182 |
|
|
2021
Q1 | $112K | Buy |
1,195
+77
| +7% | +$7.22K | 0.01% | 990 |
|
|
2020
Q4 | $103K | Sell |
1,118
-135
| -11% | -$12.4K | 0.01% | 956 |
|
|
2020
Q3 | $122K | Buy |
+1,253
| New | +$122K | 0.01% | 779 |
|
|
2020
Q2 | – | Sell |
-1,125
| Closed | -$99K | – | 1896 |
|
|
2020
Q1 | $99K | Sell |
1,125
-3,444
| -75% | -$303K | 0.01% | 763 |
|
|
2019
Q4 | $421K | Sell |
4,569
-2,089
| -31% | -$192K | 0.04% | 409 |
|
|
2019
Q3 | $633K | Buy |
6,658
+1,923
| +41% | +$183K | 0.07% | 306 |
|
|
2019
Q2 | $395K | Buy |
4,735
+4,047
| +588% | +$338K | 0.04% | 409 |
|
|
2019
Q1 | $55K | Sell |
688
-4,360
| -86% | -$349K | 0.01% | 705 |
|
|
2018
Q4 | $350K | Buy |
5,048
+4,836
| +2,281% | +$335K | 0.07% | 275 |
|
|
2018
Q3 | $14K | Buy |
+212
| New | +$14K | 0.01% | 902 |
|
|
2017
Q4 | – | Sell |
-311
| Closed | -$20K | – | 1418 |
|
|
2017
Q3 | $20K | Sell |
311
-514
| -62% | -$33.1K | 0.01% | 981 |
|
|
2017
Q2 | $51K | Buy |
825
+525
| +175% | +$32.5K | 0.01% | 784 |
|
|
2017
Q1 | $18K | Sell |
300
-100
| -25% | -$6K | 0.01% | 1096 |
|
|
2016
Q4 | $23K | Hold |
400
| – | – | ﹤0.01% | 1323 |
|
|
2016
Q3 | $24K | Buy |
400
+98
| +32% | +$5.88K | ﹤0.01% | 1276 |
|
|
2016
Q2 | $19K | Hold |
302
| – | – | 0.01% | 998 |
|
|
2016
Q1 | $18K | Hold |
302
| – | – | 0.01% | 978 |
|
|
2015
Q4 | $15K | Buy |
302
+1
| +0.3% | +$50 | 0.01% | 1044 |
|
|
2015
Q3 | $15K | Hold |
301
| – | – | 0.01% | 1061 |
|
|
2015
Q2 | $13K | Buy |
301
+101
| +51% | +$4.36K | ﹤0.01% | 1180 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1301 |
|
|
2014
Q4 | $11K | Sell |
200
-1
| -0.5% | -$55 | ﹤0.01% | 1223 |
|
|
2014
Q3 | $9K | Buy |
+201
| New | +$9K | ﹤0.01% | 1817 |
|