Private Ocean’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 |
-420
| Closed | -$37K | – | 637 |
|
|
2021
Q2 | $37K | Hold |
420
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $39K | Hold |
420
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $39K | Hold |
420
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $41K | Hold |
420
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $36K | Hold |
420
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $37K | Hold |
420
| – | – | 0.01% | 246 |
|
|
2019
Q4 | $39K | Sell |
420
-30
| -7% | -$2.79K | 0.01% | 274 |
|
|
2019
Q3 | $43K | Buy |
450
+30
| +7% | +$2.87K | 0.01% | 249 |
|
|
2019
Q2 | $35K | Hold |
420
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $33K | Hold |
420
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $29K | Hold |
420
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $28K | Hold |
420
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $27K | Hold |
420
| – | – | 0.01% | 214 |
|
|
2018
Q1 | $26K | Hold |
420
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $28K | Buy |
+420
| New | +$28K | 0.02% | 171 |
|