Steward Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 898 |
|
|
2023
Q2 | – | Sell |
-83
| Closed | -$7K | – | 1004 |
|
|
2023
Q1 | $7K | Buy |
83
+34
| +69% | +$2.87K | ﹤0.01% | 260 |
|
|
2022
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 233 |
|
|
2022
Q3 | – | Sell |
-38
| Closed | -$3K | – | 1315 |
|
|
2022
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 493 |
|