Pathstone Family Office’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $959K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $20K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Buy |
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