Private Capital Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $86K | Sell |
859
-488
| -36% | -$48.9K | 0.06% | 297 |
|
|
2022
Q1 | $134K | Sell |
1,347
-13
| -1% | -$1.29K | 0.03% | 328 |
|
|
2021
Q4 | $132K | Sell |
1,360
-3
| -0.2% | -$291 | 0.03% | 335 |
|
|
2021
Q3 | $120K | Sell |
1,363
-33
| -2% | -$2.91K | 0.03% | 359 |
|
|
2021
Q2 | $124K | Buy |
1,396
+41
| +3% | +$3.64K | 0.03% | 344 |
|
|
2021
Q1 | $127K | Sell |
1,355
-1,266
| -48% | -$119K | 0.03% | 316 |
|
|
2020
Q4 | $241K | Buy |
2,621
+168
| +7% | +$15.4K | 0.04% | 270 |
|
|
2020
Q3 | $238K | Sell |
2,453
-329
| -12% | -$31.9K | 0.05% | 244 |
|
|
2020
Q2 | $244K | Sell |
2,782
-233
| -8% | -$20.4K | 0.05% | 240 |
|
|
2020
Q1 | $266K | Buy |
3,015
+362
| +14% | +$31.9K | 0.07% | 196 |
|
|
2019
Q4 | $244K | Sell |
2,653
-516
| -16% | -$47.5K | 0.05% | 233 |
|
|
2019
Q3 | $301K | Buy |
3,169
+1,548
| +95% | +$147K | 0.05% | 207 |
|
|
2019
Q2 | $105K | Sell |
1,621
-1,470
| -48% | -$95.2K | 0.02% | 378 |
|
|
2019
Q1 | $244K | Buy |
3,091
+1,001
| +48% | +$79K | 0.05% | 240 |
|
|
2018
Q4 | $145K | Buy |
2,090
+469
| +29% | +$32.5K | 0.03% | 298 |
|
|
2018
Q3 | $108K | Hold |
1,621
| – | – | 0.02% | 402 |
|
|
2018
Q2 | $104K | Sell |
1,621
-13
| -0.8% | -$834 | 0.02% | 406 |
|
|
2018
Q1 | $102K | Buy |
1,634
+1,572
| +2,535% | +$98.1K | 0.02% | 399 |
|
|
2017
Q4 | $91 | Buy |
+62
| New | +$91 | 0.02% | 454 |
|