Stevard LLC’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,942
| Closed | -$271K | – | 71 |
|
|
2020
Q4 | $271K | Sell |
2,942
-1,073
| -27% | -$98.8K | 0.09% | 65 |
|
|
2020
Q3 | $389K | Buy |
4,015
+205
| +5% | +$19.9K | 0.16% | 87 |
|
|
2020
Q2 | $334K | Sell |
3,810
-2,074
| -35% | -$182K | 0.17% | 84 |
|
|
2020
Q1 | $530K | Buy |
5,884
+2,942
| +100% | +$265K | 0.34% | 31 |
|
|
2019
Q4 | $271K | Buy |
+2,942
| New | +$271K | 0.17% | 59 |
|