Schubert & Co’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$3.98K | – | 1505 |
|
|
2023
Q1 | $3.98K | Buy |
42
+3
| +8% | +$284 | ﹤0.01% | 563 |
|
|
2022
Q4 | $3.66K | Sell |
39
-13
| -25% | -$1.22K | ﹤0.01% | 559 |
|
|
2022
Q3 | $5K | Buy |
52
+10
| +24% | +$962 | ﹤0.01% | 438 |
|
|
2022
Q2 | $4K | Buy |
42
+21
| +100% | +$2K | ﹤0.01% | 503 |
|
|
2022
Q1 | $2K | Buy |
21
+3
| +17% | +$286 | ﹤0.01% | 513 |
|
|
2021
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 471 |
|