Standard Family Office’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-451
| Closed | -$40K | – | 449 |
|
|
2022
Q3 | $40K | Hold |
451
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $45K | Buy |
+451
| New | +$45K | 0.45% | 60 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$4K | – | 240 |
|
|
2021
Q4 | $4K | Buy |
+41
| New | +$4K | 0.04% | 158 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$2K | – | 516 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $2K | Buy |
25
+6
| +32% | +$480 | ﹤0.01% | 478 |
|
|
2020
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 510 |
|