Tiedemann 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
Q1 | – | Sell |
-7,003
| Closed | -$657K | – | 269 |
|
|
2022
Q4 | $657K | Hold |
7,003
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $626K | Buy |
7,003
+843
| +14% | +$86.1K | 0.04% | 139 |
|
|
2022
Q2 | $620K | Sell |
6,160
-58
| -0.9% | -$5.88K | 0.05% | 144 |
|
|
2022
Q1 | $621K | Buy |
6,218
+58
| +0.9% | +$5.48K | 0.03% | 172 |
|
|
2021
Q4 | $598K | Hold |
6,160
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $543K | Sell |
6,160
-87
| -1% | -$8.16K | 0.03% | 184 |
|
|
2021
Q2 | $556K | Sell |
6,247
-104
| -2% | -$9.8K | 0.02% | 223 |
|
|
2021
Q1 | $595K | Buy |
6,351
+2,239
| +54% | +$195K | 0.03% | 199 |
|
|
2020
Q4 | $379K | Sell |
4,112
-26,848
| -87% | -$2.61M | 0.02% | 233 |
|
|
2020
Q3 | $3M | Sell |
30,960
-2,302
| -7% | -$214K | 0.14% | 98 |
|
|
2020
Q2 | $2.91M | Buy |
33,262
+26,704
| +407% | +$2.41M | 0.15% | 91 |
|
|
2020
Q1 | $578K | Sell |
6,558
-23,796
| -78% | -$2.29M | 0.04% | 196 |
|
|
2019
Q4 | $2.8M | Sell |
30,354
-2,150
| -7% | -$196K | 0.13% | 88 |
|
|
2019
Q3 | $3.09M | Buy |
32,504
+1,025
| +3% | +$92.4K | 0.15% | 91 |
|
|
2019
Q2 | $2.62M | Buy |
31,479
+283
| +0.9% | +$22.7K | 0.13% | 90 |
|
|
2019
Q1 | $2.47M | Sell |
31,196
-94
| -0.3% | -$6.97K | 0.12% | 116 |
|
|
2018
Q4 | $2.17M | Buy |
31,290
+400
| +1% | +$28.1K | 0.11% | 123 |
|
|
2018
Q3 | $2.06M | Buy |
30,890
+300
| +1% | +$20K | 0.12% | 110 |
|
|
2018
Q2 | $1.98M | Buy |
30,590
+8,150
| +36% | +$506K | 0.13% | 106 |
|
|
2018
Q1 | $1.41M | Buy |
22,440
+2,330
| +12% | +$145K | 0.1% | 118 |
|
|
2017
Q4 | $1.34M | Buy |
20,110
+6,490
| +48% | +$435K | 0.1% | 101 |
|
|
2017
Q3 | $855K | Buy |
+13,620
| New | +$869K | 0.08% | 166 |
|
Other funds holding WEC
MAM
