PFS Investments’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 |
-7,607
| Closed | -$699K | – | 397 |
|
|
2021
Q2 | $699K | Sell |
7,607
-11,987
| -61% | -$1.1M | 0.02% | 327 |
|
|
2021
Q1 | $1.83M | Buy |
19,594
+913
| +5% | +$85.5K | 0.05% | 240 |
|
|
2020
Q4 | $1.63M | Buy |
18,681
+1,490
| +9% | +$130K | 0.05% | 236 |
|
|
2020
Q3 | $1.67M | Buy |
17,191
+1,391
| +9% | +$135K | 0.06% | 210 |
|
|
2020
Q2 | $1.39M | Buy |
15,800
+2,848
| +22% | +$250K | 0.05% | 189 |
|
|
2020
Q1 | $1.14M | Buy |
12,952
+3,937
| +44% | +$347K | 0.05% | 181 |
|
|
2019
Q4 | $831K | Buy |
9,015
+4,088
| +83% | +$377K | 0.03% | 189 |
|
|
2019
Q3 | $469K | Sell |
4,927
-717
| -13% | -$68.3K | 0.02% | 187 |
|
|
2019
Q2 | $480K | Buy |
+5,644
| New | +$480K | 0.02% | 149 |
|