Thomas J. Herzfeld Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-62
| Closed | -$4.99K | – | 347 |
|
|
2023
Q3 | $4.99K | Hold |
62
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $5.47K | Hold |
62
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $5.88K | Hold |
62
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $5.81K | Hold |
62
| – | – | ﹤0.01% | 211 |
|
|
2022
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 191 |
|
|
2022
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 201 |
|
|
2022
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 223 |
|
|
2021
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 257 |
|
|
2021
Q3 | $5K | Sell |
62
-9
| -13% | -$726 | ﹤0.01% | 267 |
|
|
2021
Q2 | $6K | Hold |
71
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $7K | Sell |
71
-9
| -11% | -$887 | ﹤0.01% | 229 |
|
|
2020
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 222 |
|
|
2020
Q3 | $8K | Sell |
80
-10
| -11% | -$1K | 0.01% | 164 |
|
|
2020
Q2 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 197 |
|