Professional Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-288
| Closed | -$26K | – | 467 |
|
|
2022
Q3 | $26K | Hold |
288
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $29K | Hold |
288
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $29K | Hold |
288
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $28K | Hold |
288
| – | – | 0.01% | 224 |
|
|
2021
Q3 | $25K | Hold |
288
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $26K | Buy |
288
+112
| +64% | +$10.1K | 0.01% | 196 |
|
|
2021
Q1 | $16K | Hold |
176
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $16K | Hold |
176
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $18K | Buy |
+176
| New | +$18K | 0.02% | 180 |
|