Sugarloaf Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52K | Hold |
553
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $53.2K | Hold |
553
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $43.4K | Hold |
553
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $45.4K | Hold |
553
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $46.5K | Hold |
553
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $44.5K | Hold |
553
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $48.8K | Hold |
553
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $52.4K | Hold |
553
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $51.8K | Hold |
553
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $50K | Hold |
553
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $56K | Hold |
553
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $55K | Hold |
553
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $54K | Hold |
553
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $49K | Hold |
553
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $49K | Hold |
553
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $52 | Hold |
553
| – | – | 0.02% | 263 |
|
|
2020
Q4 | $51K | Hold |
553
| – | – | 0.02% | 251 |
|
|
2020
Q3 | $54K | Sell |
553
-259
| -32% | -$25.3K | 0.02% | 229 |
|
|
2020
Q2 | $71K | Buy |
812
+2
| +0.2% | +$175 | 0.03% | 196 |
|
|
2020
Q1 | $71K | Buy |
810
+1
| +0.1% | +$88 | 0.03% | 180 |
|
|
2019
Q4 | $75K | Buy |
+809
| New | +$75K | 0.03% | 210 |
|