SeaCrest Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,402
| Closed | -$212K | – | 655 |
|
|
2023
Q2 | $212K | Hold |
2,402
| – | – | 0.03% | 562 |
|
|
2023
Q1 | $228K | Sell |
2,402
-107
| -4% | -$10.1K | 0.03% | 550 |
|
|
2022
Q4 | $235K | Sell |
2,509
-83
| -3% | -$7.78K | 0.03% | 510 |
|
|
2022
Q3 | $232K | Sell |
2,592
-12
| -0.5% | -$1.07K | 0.04% | 502 |
|
|
2022
Q2 | $262K | Buy |
2,604
+204
| +9% | +$20.5K | 0.03% | 513 |
|
|
2022
Q1 | $240K | Hold |
2,400
| – | – | 0.03% | 593 |
|
|
2021
Q4 | $233K | Sell |
2,400
-8
| -0.3% | -$777 | 0.03% | 597 |
|
|
2021
Q3 | $212K | Buy |
2,408
+1
| +0% | +$88 | 0.03% | 611 |
|
|
2021
Q2 | $214K | Buy |
2,407
+35
| +1% | +$3.11K | 0.03% | 629 |
|
|
2021
Q1 | $222K | Buy |
+2,372
| New | +$222K | 0.03% | 565 |
|
|
2020
Q4 | – | Sell |
-2,135
| Closed | -$207K | – | 652 |
|
|
2020
Q3 | $207K | Buy |
+2,135
| New | +$207K | 0.03% | 510 |
|
|
2020
Q1 | – | Sell |
-2,164
| Closed | -$200K | – | 590 |
|
|
2019
Q4 | $200K | Buy |
+2,164
| New | +$200K | 0.03% | 512 |
|
|
2019
Q2 | – | Sell |
-728
| Closed | -$58K | – | 1838 |
|
|
2019
Q1 | $58K | Sell |
728
-4
| -0.5% | -$319 | 0.01% | 893 |
|
|
2018
Q4 | $51K | Sell |
732
-42
| -5% | -$2.93K | 0.01% | 891 |
|
|
2018
Q3 | $52K | Sell |
774
-4
| -0.5% | -$269 | 0.01% | 988 |
|
|
2018
Q2 | $50K | Sell |
778
-12
| -2% | -$771 | 0.01% | 993 |
|
|
2018
Q1 | $50K | Sell |
790
-458
| -37% | -$29K | 0.01% | 952 |
|
|
2017
Q4 | $83K | Buy |
+1,248
| New | +$83K | 0.02% | 791 |
|