Tower View 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
Q2 | – | Sell |
-5,704
| Closed | -$569K | – | 201 |
|
|
2022
Q1 | $569K | Buy |
5,704
+71
| +1% | +$7.08K | 0.31% | 59 |
|
|
2021
Q4 | $547K | Buy |
5,633
+26
| +0.5% | +$2.53K | 0.28% | 60 |
|
|
2021
Q3 | $495K | Buy |
5,607
+180
| +3% | +$15.9K | 0.27% | 60 |
|
|
2021
Q2 | $483K | Sell |
5,427
-209
| -4% | -$18.6K | 0.24% | 66 |
|
|
2021
Q1 | $527K | Sell |
5,636
-157
| -3% | -$14.7K | 0.29% | 68 |
|
|
2020
Q4 | $533K | Buy |
5,793
+290
| +5% | +$26.7K | 0.3% | 66 |
|
|
2020
Q3 | $533K | Buy |
5,503
+104
| +2% | +$10.1K | 0.35% | 63 |
|
|
2020
Q2 | $473K | Buy |
5,399
+503
| +10% | +$44.1K | 0.35% | 56 |
|
|
2020
Q1 | $431K | Buy |
4,896
+405
| +9% | +$35.7K | 0.39% | 54 |
|
|
2019
Q4 | $414K | Buy |
4,491
+51
| +1% | +$4.7K | 0.31% | 58 |
|
|
2019
Q3 | $422K | Buy |
4,440
+417
| +10% | +$39.6K | 0.35% | 56 |
|
|
2019
Q2 | $335K | Buy |
4,023
+80
| +2% | +$6.66K | 0.29% | 55 |
|
|
2019
Q1 | $312K | Buy |
3,943
+221
| +6% | +$17.5K | 0.28% | 53 |
|
|
2018
Q4 | $258K | Sell |
3,722
-4,226
| -53% | -$293K | 0.27% | 54 |
|
|
2018
Q3 | $531K | Sell |
7,948
-19
| -0.2% | -$1.27K | 0.46% | 56 |
|
|
2018
Q2 | $515K | Sell |
7,967
-102
| -1% | -$6.59K | 0.49% | 55 |
|
|
2018
Q1 | $506K | Buy |
8,069
+75
| +0.9% | +$4.7K | 0.51% | 55 |
|
|
2017
Q4 | $531K | Buy |
+7,994
| New | +$531K | 0.49% | 59 |
|