Schechter Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,025
| Closed | -$267K | – | 677 |
|
|
2023
Q2 | $267K | Sell |
3,025
-689
| -19% | -$60.8K | 0.02% | 515 |
|
|
2023
Q1 | $352K | Buy |
3,714
+270
| +8% | +$25.6K | 0.03% | 488 |
|
|
2022
Q4 | $323K | Sell |
3,444
-246
| -7% | -$23.1K | 0.03% | 611 |
|
|
2022
Q3 | $330K | Buy |
3,690
+489
| +15% | +$43.7K | 0.03% | 662 |
|
|
2022
Q2 | $321K | Buy |
3,201
+718
| +29% | +$72K | 0.03% | 688 |
|
|
2022
Q1 | $248K | Buy |
+2,483
| New | +$248K | 0.02% | 767 |
|