Transamerica Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 591 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $1K | Sell |
1
-3
| -75% | -$3K | ﹤0.01% | 589 |
|
|
2022
Q4 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 674 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 632 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 639 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 492 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 493 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$2K | – | 524 |
|
|
2019
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 400 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$2K | – | 460 |
|
|
2018
Q4 | $2K | Sell |
26
-2
| -7% | -$154 | ﹤0.01% | 375 |
|
|
2018
Q3 | $2K | Sell |
28
-21
| -43% | -$1.5K | ﹤0.01% | 382 |
|
|
2018
Q2 | $4K | Sell |
49
-51,060
| -100% | -$4.17M | ﹤0.01% | 285 |
|
|
2018
Q1 | $3.21M | Sell |
51,109
-2,904
| -5% | -$182K | 0.47% | 76 |
|
|
2017
Q4 | $3.59M | Sell |
54,013
-2,279
| -4% | -$151K | 0.48% | 69 |
|
|
2017
Q3 | $3.53M | Sell |
56,292
-1,463
| -3% | -$91.8K | 0.44% | 74 |
|
|
2017
Q2 | $3.55M | Buy |
57,755
+1,795
| +3% | +$110K | 0.48% | 68 |
|
|
2017
Q1 | $3.39M | Sell |
55,960
-223
| -0.4% | -$13.5K | 0.41% | 77 |
|
|
2016
Q4 | $3.3M | Buy |
56,183
+2,695
| +5% | +$158K | 0.39% | 78 |
|
|
2016
Q3 | $3.2M | Buy |
53,488
+4,771
| +10% | +$286K | 0.35% | 82 |
|
|
2016
Q2 | $3.18M | Sell |
48,717
-9,139
| -16% | -$597K | 0.32% | 84 |
|
|
2016
Q1 | $3.48M | Buy |
57,856
+598
| +1% | +$35.9K | 0.29% | 82 |
|
|
2015
Q4 | $2.94M | Buy |
57,258
+2,650
| +5% | +$136K | 0.22% | 87 |
|
|
2015
Q3 | $2.85M | Buy |
54,608
+5,027
| +10% | +$263K | 0.23% | 84 |
|
|
2015
Q2 | $2.23M | Buy |
49,581
+2,822
| +6% | +$127K | 0.16% | 116 |
|
|
2015
Q1 | $2.32M | Buy |
46,759
+5,181
| +12% | +$257K | 0.16% | 117 |
|
|
2014
Q4 | $2.19M | Buy |
41,578
+3,168
| +8% | +$167K | 0.17% | 82 |
|
|
2014
Q3 | $1.65M | Buy |
38,410
+229
| +0.6% | +$9.85K | 0.15% | 90 |
|
|
2014
Q2 | $1.79M | Buy |
38,181
+1,219
| +3% | +$57.2K | 0.16% | 87 |
|
|
2014
Q1 | $1.72M | Buy |
36,962
+15,391
| +71% | +$717K | 0.17% | 75 |
|
|
2013
Q4 | $892K | Buy |
21,571
+1,779
| +9% | +$73.6K | 0.1% | 110 |
|
|
2013
Q3 | $800K | Buy |
19,792
+12,416
| +168% | +$502K | 0.1% | 114 |
|
|
2013
Q2 | $303K | Buy |
+7,376
| New | +$303K | 0.05% | 162 |
|