Rockbridge Investment Management’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 | – | Sell |
-69
| Closed | -$5.81K | – | 631 |
|
|
2023
Q4 | $5.81K | Buy |
+69
| New | +$5.81K | ﹤0.01% | 458 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$6.95K | – | 594 |
|
|
2022
Q2 | $6.95K | Hold |
69
| – | – | ﹤0.01% | 409 |
|
|
2022
Q1 | $6.98K | Hold |
69
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $7K | Hold |
69
| – | – | ﹤0.01% | 623 |
|
|
2021
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 597 |
|
|
2021
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 486 |
|