Ranch Capital Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-79
| Closed | -$7K | – | 597 |
|
|
2021
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 518 |
|
|
2021
Q2 | $7K | Hold |
79
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $7K | Hold |
79
| – | – | 0.01% | 688 |
|
|
2020
Q3 | $7K | Hold |
79
| – | – | 0.01% | 678 |
|
|
2020
Q2 | $7K | Hold |
79
| – | – | 0.01% | 708 |
|
|
2020
Q1 | $6K | Hold |
79
| – | – | 0.01% | 695 |
|
|
2019
Q4 | $7K | Buy |
+79
| New | +$7K | 0.01% | 749 |
|