Sargent Bickham Lagudis’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $57.5K | Hold |
613
| – | – | ﹤0.01% | 420 |
|
2022
Q3 | $55K | Hold |
613
| – | – | ﹤0.01% | 395 |
|
2022
Q2 | $62K | Buy |
613
+213
| +53% | +$21.5K | 0.01% | 384 |
|
2022
Q1 | $40K | Hold |
400
| – | – | ﹤0.01% | 495 |
|
2021
Q4 | $39K | Sell |
400
-400
| -50% | -$39K | ﹤0.01% | 497 |
|
2021
Q3 | $71K | Hold |
800
| – | – | 0.01% | 387 |
|
2021
Q2 | $71K | Hold |
800
| – | – | 0.01% | 396 |
|
2021
Q1 | $75K | Hold |
800
| – | – | 0.01% | 370 |
|
2020
Q4 | $74K | Hold |
800
| – | – | 0.01% | 365 |
|
2020
Q3 | $78K | Hold |
800
| – | – | 0.01% | 328 |
|
2020
Q2 | $70K | Hold |
800
| – | – | 0.01% | 319 |
|
2020
Q1 | $71K | Buy |
800
+400
| +100% | +$35.5K | 0.01% | 292 |
|
2019
Q4 | $37K | Hold |
400
| – | – | ﹤0.01% | 428 |
|
2019
Q3 | $38K | Hold |
400
| – | – | ﹤0.01% | 383 |
|
2019
Q2 | $33K | Hold |
400
| – | – | ﹤0.01% | 422 |
|
2019
Q1 | $32K | Hold |
400
| – | – | ﹤0.01% | 450 |
|
2018
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 444 |
|
2018
Q3 | $27K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
2018
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
2018
Q1 | $25K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
2017
Q4 | $27K | Hold |
400
| – | – | ﹤0.01% | 452 |
|
2017
Q3 | $25K | Hold |
400
| – | – | ﹤0.01% | 468 |
|
2017
Q2 | $25K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
2017
Q1 | $24K | Hold |
400
| – | – | ﹤0.01% | 466 |
|
2016
Q4 | $23K | Hold |
400
| – | – | ﹤0.01% | 448 |
|
2016
Q3 | $24 | Hold |
400
| – | – | ﹤0.01% | 455 |
|
2016
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 426 |
|
2016
Q1 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 460 |
|