SWM
Selective Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$49K | – | 803 |
|
|
2021
Q4 | $49K | Hold |
500
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $44K | Sell |
500
-31
| -6% | -$2.73K | 0.02% | 270 |
|
|
2021
Q2 | $47K | Buy |
531
+500
| +1,613% | +$44.3K | 0.04% | 197 |
|
|
2021
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 276 |
|