TFO Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$421 | – | 926 |
|
|
2023
Q4 | $421 | Sell |
5
-320
| -98% | -$26.9K | ﹤0.01% | 386 |
|
|
2023
Q3 | $28.7K | Buy |
325
+5
| +2% | +$441 | 0.01% | 118 |
|
|
2023
Q2 | $28.2K | Buy |
320
+204
| +176% | +$18K | 0.01% | 110 |
|
|
2023
Q1 | $11K | Buy |
116
+94
| +427% | +$8.91K | ﹤0.01% | 106 |
|
|
2022
Q4 | $510 | Sell |
22
-94
| -81% | -$2.18K | ﹤0.01% | 475 |
|
|
2022
Q3 | $10K | Sell |
116
-24
| -17% | -$2.07K | ﹤0.01% | 90 |
|
|
2022
Q2 | $14K | Buy |
140
+24
| +21% | +$2.4K | ﹤0.01% | 107 |
|
|
2022
Q1 | $12K | Hold |
116
| – | – | ﹤0.01% | 96 |
|
|
2021
Q4 | $11K | Hold |
116
| – | – | ﹤0.01% | 89 |
|
|
2021
Q3 | $10K | Hold |
116
| – | – | ﹤0.01% | 94 |
|
|
2021
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 67 |
|
|
2021
Q1 | $11K | Sell |
116
-204
| -64% | -$19.3K | ﹤0.01% | 127 |
|
|
2020
Q4 | $29K | Hold |
320
| – | – | 0.01% | 59 |
|
|
2020
Q3 | $31K | Hold |
320
| – | – | 0.01% | 55 |
|
|
2020
Q2 | $28K | Hold |
320
| – | – | 0.01% | 60 |
|
|
2020
Q1 | $28K | Hold |
320
| – | – | 0.01% | 72 |
|
|
2019
Q4 | $29K | Buy |
+320
| New | +$29K | 0.03% | 80 |
|