Te Ahumairangi Investment Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,882
| Closed | -$693K | – | 98 |
|
|
2022
Q2 | $693K | Sell |
6,882
-6,300
| -48% | -$634K | 0.1% | 91 |
|
|
2022
Q1 | $1.32M | Sell |
13,182
-7,300
| -36% | -$729K | 0.18% | 89 |
|
|
2021
Q4 | $1.99M | Sell |
20,482
-14,900
| -42% | -$1.45M | 0.26% | 87 |
|
|
2021
Q3 | $3.12M | Sell |
35,382
-4,983
| -12% | -$440K | 0.43% | 75 |
|
|
2021
Q2 | $3.59M | Buy |
40,365
+11,500
| +40% | +$1.02M | 0.47% | 76 |
|
|
2021
Q1 | $2.7M | Buy |
28,865
+8,700
| +43% | +$814K | 0.35% | 87 |
|
|
2020
Q4 | $1.86M | Buy |
20,165
+7,800
| +63% | +$718K | 0.26% | 101 |
|
|
2020
Q3 | $1.2M | Buy |
+12,365
| New | +$1.2M | 0.2% | 102 |
|