Toth Financial Advisory’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22
| Closed | -$2K | – | 802 |
|
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 614 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$3K | – | 810 |
|
|
2021
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 624 |
|
|
2018
Q1 | – | Sell |
-338
| Closed | -$22K | – | 466 |
|
|
2017
Q4 | $22K | Buy |
+338
| New | +$22K | 0.01% | 266 |
|