Total Clarity Wealth 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
Q1 | – | Sell |
-564
| Closed | -$55K | – | 910 |
|
|
2021
Q4 | $55K | Hold |
564
| – | – | 0.03% | 386 |
|
|
2021
Q3 | $50K | Buy |
+564
| New | +$50K | 0.02% | 407 |
|
|
2021
Q2 | – | Sell |
-564
| Closed | -$53K | – | 744 |
|
|
2021
Q1 | $53K | Buy |
+564
| New | +$53K | 0.03% | 329 |
|
|
2020
Q1 | – | Sell |
-564
| Closed | -$52K | – | 624 |
|
|
2019
Q4 | $52K | Buy |
+564
| New | +$52K | 0.04% | 260 |
|