SFWA
Summit Financial Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,461
| Closed | -$226K | – | 132 |
|
|
2021
Q1 | $226K | Sell |
2,461
-114
| -4% | -$10.5K | 0.06% | 103 |
|
|
2020
Q4 | $250K | Sell |
2,575
-110
| -4% | -$10.7K | 0.07% | 90 |
|
|
2020
Q3 | $277K | Sell |
2,685
-114
| -4% | -$11.8K | 0.07% | 95 |
|
|
2020
Q2 | $248K | Hold |
2,799
| – | – | 0.07% | 105 |
|
|
2020
Q1 | $255K | Sell |
2,799
-231
| -8% | -$21K | 0.08% | 101 |
|
|
2019
Q4 | $298K | Sell |
3,030
-291
| -9% | -$28.6K | 0.07% | 112 |
|
|
2019
Q3 | $312K | Hold |
3,321
| – | – | 0.08% | 117 |
|
|
2019
Q2 | $277K | Hold |
3,321
| – | – | 0.07% | 126 |
|
|
2019
Q1 | $259K | Sell |
3,321
-90
| -3% | -$7.02K | 0.07% | 114 |
|
|
2018
Q4 | $236K | Sell |
3,411
-119
| -3% | -$8.23K | 0.08% | 112 |
|
|
2018
Q3 | $239K | Sell |
3,530
-3,674
| -51% | -$249K | 0.07% | 124 |
|
|
2018
Q2 | $452K | Hold |
7,204
| – | – | 0.15% | 87 |
|
|
2018
Q1 | $452K | Sell |
7,204
-344
| -5% | -$21.6K | 0.15% | 87 |
|
|
2017
Q4 | $501K | Sell |
7,548
-5,489
| -42% | -$364K | 0.17% | 85 |
|
|
2017
Q3 | $818K | Sell |
13,037
-1,699
| -12% | -$107K | 0.3% | 70 |
|
|
2017
Q2 | $904K | Sell |
14,736
-713
| -5% | -$43.7K | 0.36% | 68 |
|
|
2017
Q1 | $937K | Sell |
15,449
-448
| -3% | -$27.2K | 0.41% | 60 |
|
|
2016
Q4 | $932K | Sell |
15,897
-4,894
| -24% | -$287K | 0.41% | 63 |
|
|
2016
Q3 | $1.25M | Buy |
20,791
+2,034
| +11% | +$122K | 0.54% | 50 |
|
|
2016
Q2 | $1.23M | Sell |
18,757
-594
| -3% | -$38.8K | 0.51% | 47 |
|
|
2016
Q1 | $1.16M | Buy |
19,351
+223
| +1% | +$13.4K | 0.51% | 49 |
|
|
2015
Q4 | $981K | Buy |
+19,128
| New | +$981K | 0.45% | 55 |
|