Red Tortoise LLC’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,514
| Closed | -$146K | – | 614 |
|
|
2024
Q3 | $146K | Hold |
1,514
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $119K | Hold |
1,514
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $124K | Hold |
1,514
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $127K | Sell |
1,514
-58
| -4% | -$4.88K | 0.07% | 84 |
|
|
2023
Q3 | $127K | Buy |
1,572
+14
| +0.9% | +$1.13K | 0.08% | 82 |
|
|
2023
Q2 | $137K | Hold |
1,558
| – | – | 0.09% | 78 |
|
|
2023
Q1 | $148K | Buy |
1,558
+58
| +4% | +$5.5K | 0.1% | 75 |
|
|
2022
Q4 | $141K | Buy |
+1,500
| New | +$141K | 0.1% | 85 |
|
|
2021
Q4 | – | Sell |
-1,535
| Closed | -$137K | – | 544 |
|
|
2021
Q3 | $137K | Buy |
+1,535
| New | +$137K | 0.11% | 76 |
|