Sutton Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.2K | Buy |
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|
2023
Q2 | $29.5K | Hold |
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|
2023
Q1 | $31.7K | Sell |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $185K | Hold |
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|
2018
Q2 | $179K | Hold |
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|
2018
Q1 | $174K | Hold |
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|
2017
Q4 | $184K | Sell |
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|
2017
Q3 | $178K | Hold |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $167K | Hold |
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|
2016
Q3 | $170K | Hold |
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|
2016
Q2 | $185K | Hold |
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|
2016
Q1 | $171K | Buy |
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