Pinnacle Wealth Planning Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,266
| Closed | -$212K | – | 501 |
|
|
2022
Q4 | $212K | Sell |
2,266
-2,001
| -47% | -$188K | 0.04% | 353 |
|
|
2022
Q3 | $382K | Hold |
4,267
| – | – | 0.07% | 185 |
|
|
2022
Q2 | $429K | Buy |
+4,267
| New | +$429K | 0.08% | 177 |
|
|
2021
Q1 | – | Sell |
-828
| Closed | -$76K | – | 1927 |
|
|
2020
Q4 | $76K | Buy |
+828
| New | +$76K | 0.02% | 592 |
|