Syverson Strege & Co’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-165
| Closed | -$15.7K | – | 623 |
|
|
2023
Q1 | $15.7K | Hold |
165
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $15.5K | Hold |
165
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $15K | Hold |
165
| – | – | 0.01% | 170 |
|
|
2022
Q2 | $17K | Hold |
165
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $17K | Hold |
165
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $16K | Hold |
165
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $15K | Hold |
165
| – | – | 0.01% | 205 |
|
|
2021
Q2 | $15K | Hold |
165
| – | – | 0.01% | 180 |
|
|
2021
Q1 | $15K | Hold |
165
| – | – | 0.02% | 178 |
|
|
2020
Q4 | $15K | Buy |
+165
| New | +$15K | 0.01% | 167 |
|