TrinityPoint Wealth’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 | $1.03M | Buy |
10,935
+180
| +2% | +$16.9K | 0.14% | 153 |
|
|
2024
Q3 | $1.03M | Buy |
10,755
+134
| +1% | +$12.9K | 0.15% | 150 |
|
|
2024
Q2 | $833K | Buy |
10,621
+198
| +2% | +$15.5K | 0.13% | 156 |
|
|
2024
Q1 | $856K | Buy |
10,423
+97
| +0.9% | +$7.97K | 0.14% | 149 |
|
|
2023
Q4 | $869K | Buy |
10,326
+4,703
| +84% | +$396K | 0.16% | 134 |
|
|
2023
Q3 | $453K | Buy |
5,623
+29
| +0.5% | +$2.34K | 0.09% | 183 |
|
|
2023
Q2 | $494K | Buy |
5,594
+56
| +1% | +$4.94K | 0.1% | 179 |
|
|
2023
Q1 | $525K | Buy |
5,538
+70
| +1% | +$6.64K | 0.11% | 165 |
|
|
2022
Q4 | $513K | Buy |
5,468
+357
| +7% | +$33.5K | 0.12% | 171 |
|
|
2022
Q3 | $457K | Buy |
5,111
+286
| +6% | +$25.6K | 0.1% | 167 |
|
|
2022
Q2 | $486K | Buy |
4,825
+88
| +2% | +$8.86K | 0.11% | 160 |
|
|
2022
Q1 | $473K | Buy |
4,737
+75
| +2% | +$7.49K | 0.09% | 192 |
|
|
2021
Q4 | $453K | Buy |
4,662
+70
| +2% | +$6.8K | 0.08% | 201 |
|
|
2021
Q3 | $405K | Buy |
4,592
+120
| +3% | +$10.6K | 0.08% | 204 |
|
|
2021
Q2 | $398K | Buy |
4,472
+104
| +2% | +$9.26K | 0.08% | 193 |
|
|
2021
Q1 | $409K | Sell |
4,368
-55
| -1% | -$5.15K | 0.1% | 174 |
|
|
2020
Q4 | $395K | Buy |
4,423
+97
| +2% | +$8.66K | 0.09% | 170 |
|
|
2020
Q3 | $419K | Buy |
4,326
+196
| +5% | +$19K | 0.12% | 151 |
|
|
2020
Q2 | $362K | Sell |
4,130
-1,698
| -29% | -$149K | 0.11% | 153 |
|
|
2020
Q1 | $514K | Buy |
5,828
+667
| +13% | +$58.8K | 0.2% | 119 |
|
|
2019
Q4 | $476K | Buy |
5,161
+119
| +2% | +$11K | 0.16% | 130 |
|
|
2019
Q3 | $462K | Buy |
5,042
+485
| +11% | +$44.4K | 0.16% | 130 |
|
|
2019
Q2 | $391K | Buy |
4,557
+132
| +3% | +$11.3K | 0.19% | 111 |
|
|
2019
Q1 | $350K | Buy |
4,425
+470
| +12% | +$37.2K | 0.17% | 115 |
|
|
2018
Q4 | $274K | Buy |
+3,955
| New | +$274K | 0.17% | 130 |
|