Tilia Fiduciary Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-360
| Closed | -$31.8K | – | 502 |
|
|
2023
Q2 | $31.8K | Hold |
360
| – | – | 0.03% | 259 |
|
|
2023
Q1 | $34.1K | Hold |
360
| – | – | 0.03% | 249 |
|
|
2022
Q4 | $33.8K | Hold |
360
| – | – | 0.03% | 236 |
|
|
2022
Q3 | $31K | Hold |
360
| – | – | 0.03% | 241 |
|
|
2022
Q2 | $36K | Hold |
360
| – | – | 0.03% | 240 |
|
|
2022
Q1 | $36K | Hold |
360
| – | – | 0.03% | 247 |
|
|
2021
Q4 | $35K | Buy |
+360
| New | +$35K | 0.03% | 255 |
|