PP
Patten & Patten’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$202K | – | 273 |
|
|
2020
Q4 | $202K | Buy |
+2,200
| New | +$202K | 0.02% | 254 |
|
|
2019
Q3 | – | Sell |
-2,500
| Closed | -$208K | – | 239 |
|
|
2019
Q2 | $208K | Sell |
2,500
-250
| -9% | -$20.8K | 0.02% | 229 |
|
|
2019
Q1 | $217K | Sell |
2,750
-250
| -8% | -$19.7K | 0.02% | 220 |
|
|
2018
Q4 | $208K | Hold |
3,000
| – | – | 0.03% | 216 |
|
|
2018
Q3 | $200K | Sell |
3,000
-1,135
| -27% | -$75.7K | 0.02% | 232 |
|
|
2018
Q2 | $267K | Buy |
+4,135
| New | +$267K | 0.03% | 211 |
|