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