Regal Wealth Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-929
| Closed | -$87K | – | 240 |
|
|
2021
Q1 | $87K | Buy |
929
+8
| +0.9% | +$749 | 0.05% | 69 |
|
|
2020
Q4 | $85K | Buy |
921
+6
| +0.7% | +$554 | 0.05% | 69 |
|
|
2020
Q3 | $89K | Buy |
915
+6
| +0.7% | +$584 | 0.07% | 64 |
|
|
2020
Q2 | $80K | Buy |
+909
| New | +$80K | 0.07% | 63 |
|