Second Half Financial Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,363
| Closed | -$1.67M | – | 110 |
|
|
2024
Q3 | $1.67M | Sell |
17,363
-15,833
| -48% | -$1.52M | 0.89% | 35 |
|
|
2024
Q2 | $2.6M | Sell |
33,196
-776
| -2% | -$60.9K | 2.09% | 16 |
|
|
2024
Q1 | $2.79M | Buy |
33,972
+380
| +1% | +$31.2K | 1.24% | 33 |
|
|
2023
Q4 | $2.83M | Buy |
+33,592
| New | +$2.83M | 1.4% | 22 |
|
|
2022
Q3 | – | Sell |
-40,929
| Closed | -$3.83M | – | 67 |
|
|
2022
Q2 | $3.83M | Hold |
40,929
| – | – | 2.95% | 16 |
|
|
2022
Q1 | $3.83M | Buy |
+40,929
| New | +$3.83M | 2.95% | 16 |
|