StrategIQ 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 | – | Sell |
-2,364
| Closed | -$209K | – | 313 |
|
|
2023
Q2 | $209K | Hold |
2,364
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $224K | Hold |
2,364
| – | – | 0.03% | 269 |
|
|
2022
Q4 | $222K | Sell |
2,364
-90
| -4% | -$8.44K | 0.03% | 265 |
|
|
2022
Q3 | $219K | Hold |
2,454
| – | – | 0.03% | 256 |
|
|
2022
Q2 | $247K | Sell |
2,454
-611
| -20% | -$61.5K | 0.03% | 254 |
|
|
2022
Q1 | $306K | Hold |
3,065
| – | – | 0.03% | 247 |
|
|
2021
Q4 | $297K | Buy |
+3,065
| New | +$297K | 0.03% | 249 |
|