PIA
Petredis Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,652
| Closed | -$3.5M | – | 106 |
|
|
2024
Q2 | $3.5M | Sell |
44,652
-76
| -0.2% | -$5.96K | 0.39% | 57 |
|
|
2024
Q1 | $3.67M | Buy |
44,728
+1,414
| +3% | +$116K | 0.44% | 54 |
|
|
2023
Q4 | $3.65M | Sell |
43,314
-1,888
| -4% | -$159K | 0.48% | 52 |
|
|
2023
Q3 | $3.64M | Sell |
45,202
-10
| -0% | -$805 | 0.52% | 48 |
|
|
2023
Q2 | $3.99M | Sell |
45,212
-90
| -0.2% | -$7.94K | 0.55% | 47 |
|
|
2023
Q1 | $4.29M | Buy |
45,302
+198
| +0.4% | +$18.8K | 0.67% | 40 |
|
|
2022
Q4 | $4.23M | Buy |
+45,104
| New | +$4.23M | 0.77% | 40 |
|