Sterling Investment Advisors (Pennsylvania)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-186
| Closed | -$19K | – | 523 |
|
|
2022
Q2 | $19K | Hold |
186
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $19K | Hold |
186
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $18K | Hold |
186
| – | – | 0.01% | 380 |
|
|
2021
Q3 | $16K | Hold |
186
| – | – | ﹤0.01% | 392 |
|
|
2021
Q2 | $17K | Hold |
186
| – | – | 0.01% | 378 |
|
|
2021
Q1 | $17K | Hold |
186
| – | – | 0.01% | 358 |
|
|
2020
Q4 | $17K | Hold |
186
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $18K | Hold |
186
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $16K | Buy |
+186
| New | +$16K | 0.01% | 316 |
|