Parisi Gray Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-665
| Closed | -$59K | – | 554 |
|
|
2021
Q2 | $59K | Buy |
+665
| New | +$59K | 0.02% | 281 |
|
|
2019
Q2 | – | Sell |
-591
| Closed | -$47K | – | 459 |
|
|
2019
Q1 | $47K | Hold |
591
| – | – | 0.03% | 227 |
|
|
2018
Q4 | $41K | Hold |
591
| – | – | 0.03% | 230 |
|
|
2018
Q3 | $39K | Hold |
591
| – | – | 0.02% | 260 |
|
|
2018
Q2 | $39K | Hold |
591
| – | – | 0.03% | 269 |
|
|
2018
Q1 | $37K | Buy |
591
+125
| +27% | +$7.83K | 0.03% | 260 |
|
|
2017
Q4 | $31K | Buy |
+466
| New | +$31K | 0.02% | 287 |
|