Oak Thistle LLC’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 | – | Sell |
-6,811
| Closed | -$534K | – | 540 |
|
|
2024
Q2 | $534K | Buy |
+6,811
| New | +$534K | 0.4% | 94 |
|
|
2023
Q4 | – | Sell |
-19,469
| Closed | -$1.57M | – | 659 |
|
|
2023
Q3 | $1.57M | Buy |
+19,469
| New | +$1.57M | 0.46% | 32 |
|
|
2023
Q2 | – | Sell |
-3,827
| Closed | -$363K | – | 554 |
|
|
2023
Q1 | $363K | Buy |
3,827
+561
| +17% | +$53.2K | 0.21% | 213 |
|
|
2022
Q4 | $306K | Buy |
3,266
+252
| +8% | +$23.6K | 0.66% | 60 |
|
|
2022
Q3 | $270K | Sell |
3,014
-1,348
| -31% | -$121K | 0.97% | 37 |
|
|
2022
Q2 | $439K | Buy |
+4,362
| New | +$439K | 0.85% | 15 |
|