SWMG
Signature Wealth Management Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,699
| Closed | -$3.51M | – | 105 |
|
|
2023
Q4 | $3.51M | Buy |
+41,699
| New | +$3.51M | 1.62% | 27 |
|
|
2023
Q2 | $3.57M | Buy |
40,506
+1,671
| +4% | +$147K | 1.66% | 24 |
|
|
2023
Q1 | $3.68M | Buy |
38,835
+2,447
| +7% | +$232K | 1.75% | 24 |
|
|
2022
Q4 | $3.41M | Buy |
36,388
+908
| +3% | +$85.1K | 1.67% | 28 |
|
|
2022
Q3 | $3.17M | Sell |
35,480
-3,152
| -8% | -$282K | 1.61% | 30 |
|
|
2022
Q2 | $3.89M | Sell |
38,632
-647
| -2% | -$65.1K | 1.89% | 17 |
|
|
2022
Q1 | $3.92M | Buy |
39,279
+3,690
| +10% | +$368K | 1.76% | 18 |
|
|
2021
Q4 | $3.46M | Buy |
35,589
+172
| +0.5% | +$16.7K | 1.74% | 24 |
|
|
2021
Q3 | $3.12M | Sell |
35,417
-179
| -0.5% | -$15.8K | 1.74% | 32 |
|
|
2021
Q2 | $3.17M | Sell |
35,596
-661
| -2% | -$58.8K | 1.76% | 33 |
|
|
2021
Q1 | $3.39M | Buy |
36,257
+7,493
| +26% | +$701K | 2% | 14 |
|
|
2020
Q4 | $2.65M | Buy |
28,764
+32
| +0.1% | +$2.95K | 1.67% | 34 |
|
|
2020
Q3 | $2.78M | Buy |
+28,732
| New | +$2.78M | 2% | 25 |
|
|
2019
Q1 | – | Sell |
-43,691
| Closed | -$3.03M | – | 77 |
|
|
2018
Q4 | $3.03M | Sell |
43,691
-11,594
| -21% | -$803K | 2.35% | 14 |
|
|
2018
Q3 | $3.86M | Sell |
55,285
-1,547
| -3% | -$108K | 2.86% | 4 |
|
|
2018
Q2 | $3.67M | Buy |
56,832
+263
| +0.5% | +$17K | 2.72% | 7 |
|
|
2018
Q1 | $3.55M | Buy |
56,569
+5
| +0% | +$314 | 2.74% | 5 |
|
|
2017
Q4 | $3.76M | Buy |
+56,564
| New | +$3.76M | 2.76% | 6 |
|