ST
Sageworth Trust’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53
| Closed | -$5.02K | – | 440 |
|
|
2023
Q1 | $5.02K | Buy |
53
+43
| +430% | +$4.08K | ﹤0.01% | 383 |
|
|
2022
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 445 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$24K | – | 295 |
|
|
2020
Q4 | $24K | Buy |
+266
| New | +$24K | ﹤0.01% | 152 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$1K | – | 348 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 209 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$1K | – | 194 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 117 |
|
|
2015
Q1 | – | Sell |
-10,911
| Closed | -$575K | – | 85 |
|
|
2014
Q4 | $575K | Buy |
+10,911
| New | +$575K | 0.17% | 46 |
|