SWA
Sutton Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.2K | Buy |
363
+29
| +9% | +$2.34K | 0.01% | 297 |
|
|
2023
Q2 | $29.5K | Hold |
334
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $31.7K | Sell |
334
-2,668
| -89% | -$253K | 0.02% | 251 |
|
|
2022
Q4 | $281K | Sell |
3,002
-23
| -0.8% | -$2.16K | 0.11% | 141 |
|
|
2022
Q3 | $271K | Hold |
3,025
| – | – | 0.11% | 138 |
|
|
2022
Q2 | $304K | Buy |
3,025
+11
| +0.4% | +$1.11K | 0.12% | 125 |
|
|
2022
Q1 | $301K | Buy |
3,014
+19
| +0.6% | +$1.9K | 0.1% | 137 |
|
|
2021
Q4 | $291K | Buy |
2,995
+26
| +0.9% | +$2.52K | 0.1% | 140 |
|
|
2021
Q3 | $262K | Hold |
2,969
| – | – | 0.1% | 144 |
|
|
2021
Q2 | $264K | Hold |
2,969
| – | – | 0.1% | 148 |
|
|
2021
Q1 | $278K | Buy |
2,969
+8
| +0.3% | +$749 | 0.11% | 134 |
|
|
2020
Q4 | $273K | Buy |
2,961
+15
| +0.5% | +$1.38K | 0.12% | 129 |
|
|
2020
Q3 | $285K | Sell |
2,946
-7
| -0.2% | -$678 | 0.14% | 115 |
|
|
2020
Q2 | $259K | Buy |
2,953
+7
| +0.2% | +$614 | 0.14% | 114 |
|
|
2020
Q1 | $260K | Buy |
2,946
+5
| +0.2% | +$441 | 0.16% | 101 |
|
|
2019
Q4 | $271K | Hold |
2,941
| – | – | 0.14% | 120 |
|
|
2019
Q3 | $280K | Hold |
2,941
| – | – | 0.16% | 113 |
|
|
2019
Q2 | $245K | Hold |
2,941
| – | – | 0.14% | 122 |
|
|
2019
Q1 | $233K | Hold |
2,941
| – | – | 0.14% | 122 |
|
|
2018
Q4 | $204K | Buy |
2,941
+171
| +6% | +$11.8K | 0.13% | 125 |
|
|
2018
Q3 | $185K | Hold |
2,770
| – | – | 0.12% | 133 |
|
|
2018
Q2 | $179K | Hold |
2,770
| – | – | 0.12% | 133 |
|
|
2018
Q1 | $174K | Hold |
2,770
| – | – | 0.12% | 136 |
|
|
2017
Q4 | $184K | Sell |
2,770
-69
| -2% | -$4.58K | 0.13% | 139 |
|
|
2017
Q3 | $178K | Hold |
2,839
| – | – | 0.14% | 130 |
|
|
2017
Q2 | $174K | Hold |
2,839
| – | – | 0.14% | 131 |
|
|
2017
Q1 | $172K | Hold |
2,839
| – | – | 0.14% | 120 |
|
|
2016
Q4 | $167K | Hold |
2,839
| – | – | 0.15% | 116 |
|
|
2016
Q3 | $170K | Hold |
2,839
| – | – | 0.16% | 110 |
|
|
2016
Q2 | $185K | Hold |
2,839
| – | – | 0.18% | 98 |
|
|
2016
Q1 | $171K | Buy |
+2,839
| New | +$171K | 0.16% | 107 |
|