Retirement Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.22K | Hold |
27
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $2.27K | Buy |
+27
| New | +$2.27K | ﹤0.01% | 629 |
|
|
2022
Q3 | – | Sell |
-136
| Closed | -$14K | – | 813 |
|
|
2022
Q2 | $14K | Hold |
136
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $14K | Buy |
136
+27
| +25% | +$2.78K | 0.01% | 406 |
|
|
2021
Q4 | $11K | Buy |
+109
| New | +$11K | ﹤0.01% | 425 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$3K | – | 794 |
|
|
2020
Q4 | $3K | Sell |
15
-23
| -61% | -$4.6K | ﹤0.01% | 562 |
|
|
2020
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 519 |
|
|
2020
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 517 |
|
|
2019
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 508 |
|