Pekin Hardy Strauss’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,169
| Closed | -$206K | – | 325 |
|
|
2023
Q1 | $206K | Hold |
2,169
| – | – | 0.03% | 272 |
|
|
2022
Q4 | $203K | Buy |
+2,169
| New | +$203K | 0.03% | 278 |
|
|
2022
Q3 | – | Sell |
-2,169
| Closed | -$218K | – | 328 |
|
|
2022
Q2 | $218K | Sell |
2,169
-10
| -0.5% | -$1.01K | 0.03% | 272 |
|
|
2022
Q1 | $217K | Hold |
2,179
| – | – | 0.03% | 299 |
|
|
2021
Q4 | $212K | Buy |
+2,179
| New | +$212K | 0.03% | 305 |
|
|
2021
Q2 | – | Sell |
-2,198
| Closed | -$206K | – | 332 |
|
|
2021
Q1 | $206K | Hold |
2,198
| – | – | 0.03% | 278 |
|
|
2020
Q4 | $202K | Buy |
+2,198
| New | +$202K | 0.04% | 261 |
|
|
2018
Q1 | – | Sell |
-3,260
| Closed | -$217K | – | 192 |
|
|
2017
Q4 | $217K | Hold |
3,260
| – | – | 0.04% | 171 |
|
|
2017
Q3 | $205K | Hold |
3,260
| – | – | 0.04% | 172 |
|
|
2017
Q2 | $200K | Sell |
3,260
-165
| -5% | -$10.1K | 0.03% | 170 |
|
|
2017
Q1 | $208K | Hold |
3,425
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $201K | Buy |
+3,425
| New | +$201K | 0.02% | 156 |
|