Northwest Investment Counselors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.06K | Buy |
+11
| New | +$1.06K | ﹤0.01% | 587 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$5K | – | 578 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-166
| Closed | -$16K | – | 446 |
|
|
2021
Q1 | $16K | Buy |
+166
| New | +$16K | ﹤0.01% | 325 |
|
|
2020
Q4 | – | Sell |
-1,124
| Closed | -$109K | – | 440 |
|
|
2020
Q3 | $109K | Buy |
+1,124
| New | +$109K | 0.04% | 151 |
|
|
2019
Q4 | – | Sell |
-958
| Closed | -$91K | – | 496 |
|
|
2019
Q3 | $91K | Buy |
+958
| New | +$91K | 0.03% | 181 |
|
|
2017
Q4 | – | Sell |
-958
| Closed | -$60K | – | 313 |
|
|
2017
Q3 | $60K | Hold |
958
| – | – | 0.03% | 171 |
|
|
2017
Q2 | $59K | Buy |
+958
| New | +$59K | 0.03% | 161 |
|