Symmetry Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,328
| Closed | -$1.46M | – | 559 |
|
|
2022
Q3 | $1.46M | Buy |
16,328
+821
| +5% | +$73.4K | 0.1% | 109 |
|
|
2022
Q2 | $1.56M | Buy |
+15,507
| New | +$1.56M | 0.11% | 104 |
|
|
2021
Q4 | – | Sell |
-3,682
| Closed | -$327K | – | 653 |
|
|
2021
Q3 | $327K | Hold |
3,682
| – | – | 0.02% | 537 |
|
|
2021
Q2 | $328K | Hold |
3,682
| – | – | 0.02% | 544 |
|
|
2021
Q1 | $345K | Sell |
3,682
-66
| -2% | -$6.18K | 0.02% | 523 |
|
|
2020
Q4 | $345K | Sell |
3,748
-8
| -0.2% | -$736 | 0.03% | 490 |
|
|
2020
Q3 | $364K | Buy |
+3,756
| New | +$364K | 0.03% | 422 |
|