Simplicity Solutions’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $612K | Sell |
7,270
-626
| -8% | -$52.7K | 0.02% | 602 |
|
|
2023
Q3 | $636K | Sell |
7,896
-2,218
| -22% | -$179K | 0.02% | 538 |
|
|
2023
Q2 | $892K | Buy |
10,114
+2,539
| +34% | +$224K | 0.02% | 492 |
|
|
2023
Q1 | $718K | Buy |
7,575
+2,712
| +56% | +$257K | 0.02% | 584 |
|
|
2022
Q4 | $456K | Sell |
4,863
-947
| -16% | -$88.8K | 0.06% | 367 |
|
|
2022
Q3 | $520K | Buy |
5,810
+1,723
| +42% | +$154K | 0.08% | 298 |
|
|
2022
Q2 | $411K | Buy |
4,087
+379
| +10% | +$38.1K | 0.05% | 352 |
|
|
2022
Q1 | $370K | Sell |
3,708
-1,362
| -27% | -$136K | 0.05% | 385 |
|
|
2021
Q4 | $492K | Buy |
5,070
+2,160
| +74% | +$210K | 0.05% | 398 |
|
|
2021
Q3 | $257K | Buy |
2,910
+215
| +8% | +$19K | 0.04% | 488 |
|
|
2021
Q2 | $240K | Buy |
2,695
+369
| +16% | +$32.9K | 0.05% | 453 |
|
|
2021
Q1 | $218K | Sell |
2,326
-7,443
| -76% | -$698K | 0.05% | 451 |
|
|
2020
Q4 | $899K | Sell |
9,769
-8,266
| -46% | -$761K | 0.01% | 569 |
|
|
2020
Q3 | $1.75M | Buy |
18,035
+4,977
| +38% | +$482K | 0.03% | 360 |
|
|
2020
Q2 | $1.15M | Buy |
13,058
+3,787
| +41% | +$332K | 0.02% | 434 |
|
|
2020
Q1 | $817K | Buy |
9,271
+1,710
| +23% | +$151K | 0.03% | 389 |
|
|
2019
Q4 | $697K | Buy |
7,561
+3,566
| +89% | +$329K | 0.02% | 464 |
|
|
2019
Q3 | $380K | Sell |
3,995
-408
| -9% | -$38.8K | 0.02% | 477 |
|
|
2019
Q2 | $367K | Buy |
+4,403
| New | +$367K | 0.02% | 440 |
|
|
2019
Q1 | – | Sell |
-5,317
| Closed | -$369K | – | 805 |
|
|
2018
Q4 | $369K | Buy |
5,317
+1,206
| +29% | +$83.7K | 0.05% | 384 |
|
|
2018
Q3 | $274K | Buy |
+4,111
| New | +$274K | 0.02% | 415 |
|