TCI 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
Q2 | – | Sell |
-217
| Closed | -$20.6K | – | 2225 |
|
|
2023
Q1 | $20.6K | Sell |
217
-2
| -0.9% | -$185 | ﹤0.01% | 690 |
|
|
2022
Q4 | $20.5K | Sell |
219
-133
| -38% | -$12.3K | ﹤0.01% | 692 |
|
|
2022
Q3 | $31K | Buy |
352
+48
| +16% | +$4.9K | 0.01% | 511 |
|
|
2022
Q2 | $31K | Buy |
304
+44
| +17% | +$4.46K | ﹤0.01% | 509 |
|
|
2022
Q1 | $26K | Hold |
260
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $25K | Buy |
260
+14
| +6% | +$1.28K | ﹤0.01% | 619 |
|
|
2021
Q3 | $22K | Buy |
246
+45
| +22% | +$4.22K | ﹤0.01% | 657 |
|
|
2021
Q2 | $18K | Buy |
201
+12
| +6% | +$1.13K | ﹤0.01% | 657 |
|
|
2021
Q1 | $18K | Buy |
189
+110
| +139% | +$9.59K | 0.01% | 615 |
|
|
2020
Q4 | $7K | Sell |
79
-45
| -36% | -$4.38K | ﹤0.01% | 780 |
|
|
2020
Q3 | $12K | Hold |
124
| – | – | ﹤0.01% | 552 |
|
|
2020
Q2 | $11K | Sell |
124
-25
| -17% | -$2.25K | ﹤0.01% | 562 |
|
|
2020
Q1 | $13K | Sell |
149
-2
| -1% | -$192 | 0.01% | 528 |
|
|
2019
Q4 | $14K | Buy |
151
+27
| +22% | +$2.46K | 0.01% | 641 |
|
|
2019
Q3 | $12K | Sell |
124
-40
| -24% | -$3.6K | 0.01% | 604 |
|
|
2019
Q2 | $14K | Sell |
164
-1,203
| -88% | -$96.5K | 0.01% | 554 |
|
|
2019
Q1 | $108K | Sell |
1,367
-8
| -0.6% | -$594 | 0.05% | 227 |
|
|
2018
Q4 | $95K | Sell |
1,375
-17
| -1% | -$1.19K | 0.05% | 224 |
|
|
2018
Q3 | $93K | Sell |
1,392
-54
| -4% | -$3.6K | 0.04% | 252 |
|
|
2018
Q2 | $93K | Buy |
1,446
+81
| +6% | +$5.03K | 0.04% | 236 |
|
|
2018
Q1 | $86K | Hold |
1,365
| – | – | 0.04% | 251 |
|
|
2017
Q4 | $91K | Hold |
1,365
| – | – | 0.04% | 243 |
|
|
2017
Q3 | $86K | Buy |
1,365
+40
| +3% | +$2.55K | 0.04% | 228 |
|
|
2017
Q2 | $81K | Sell |
1,325
-265
| -17% | -$16.4K | 0.04% | 234 |
|
|
2017
Q1 | $96K | Buy |
1,590
+265
| +20% | +$15.6K | 0.05% | 215 |
|
|
2016
Q4 | $78K | Buy |
1,325
+48
| +4% | +$2.75K | 0.04% | 263 |
|
|
2016
Q3 | $76K | Hold |
1,277
| – | – | 0.04% | 246 |
|
|
2016
Q2 | $83K | Hold |
1,277
| – | – | 0.05% | 230 |
|
|
2016
Q1 | $77K | Buy |
1,277
+11
| +0.9% | +$616 | 0.04% | 234 |
|
|
2015
Q4 | $65K | Hold |
1,266
| – | – | 0.04% | 262 |
|
|
2015
Q3 | $66K | Hold |
1,266
| – | – | 0.04% | 240 |
|
|
2015
Q2 | $57K | Hold |
1,266
| – | – | 0.03% | 269 |
|
|
2015
Q1 | $63K | Hold |
1,266
| – | – | 0.04% | 219 |
|
|
2014
Q4 | $67K | Hold |
1,266
| – | – | 0.04% | 218 |
|
|
2014
Q3 | $54K | Hold |
1,266
| – | – | 0.03% | 232 |
|
|
2014
Q2 | $59K | Hold |
1,266
| – | – | 0.04% | 235 |
|
|
2014
Q1 | $59K | Hold |
1,266
| – | – | 0.04% | 218 |
|
|
2013
Q4 | $52K | Hold |
1,266
| – | – | 0.03% | 245 |
|
|
2013
Q3 | $51K | Hold |
1,266
| – | – | 0.04% | 210 |
|
|
2013
Q2 | $52K | Buy |
+1,266
| New | +$53.7K | 0.04% | 213 |
|
Other funds holding WEC
MAM
