Principal Street Partners’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 |
-2,240
| Closed | -$210K | – | 240 |
|
|
2022
Q4 | $210K | Sell |
2,240
-45
| -2% | -$4.22K | 0.05% | 214 |
|
|
2022
Q3 | $204K | Buy |
+2,285
| New | +$204K | 0.05% | 191 |
|
|
2020
Q4 | – | Sell |
-2,545
| Closed | -$247K | – | 172 |
|
|
2020
Q3 | $247K | Buy |
+2,545
| New | +$247K | 0.09% | 143 |
|
|
2020
Q2 | – | Sell |
-10,950
| Closed | -$965K | – | 146 |
|
|
2020
Q1 | $965K | Buy |
+10,950
| New | +$965K | 0.41% | 55 |
|