Personal Wealth Partners’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 |
-200
| Closed | -$18K | – | 393 |
|
|
2021
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 223 |
|
|
2020
Q1 | – | Sell |
-848
| Closed | -$78K | – | 618 |
|
|
2019
Q4 | $78K | Hold |
848
| – | – | 0.03% | 121 |
|
|
2019
Q3 | $81K | Buy |
848
+200
| +31% | +$19.1K | 0.04% | 115 |
|
|
2019
Q2 | $54K | Buy |
+648
| New | +$54K | 0.03% | 127 |
|