TWM
Triton Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,314
| Closed | -$214K | – | 87 |
|
|
2022
Q3 | $214K | Buy |
2,314
+1
| +0% | +$92 | 0.13% | 70 |
|
|
2022
Q2 | $240K | Buy |
2,313
+4
| +0.2% | +$415 | 0.17% | 67 |
|
|
2022
Q1 | $223K | Hold |
2,309
| – | – | 0.12% | 85 |
|
|
2021
Q4 | $223K | Buy |
2,309
+1
| +0% | +$97 | 0.12% | 85 |
|
|
2021
Q3 | $206K | Buy |
2,308
+2
| +0.1% | +$179 | 0.1% | 104 |
|
|
2021
Q2 | $222K | Hold |
2,306
| – | – | 0.13% | 102 |
|
|
2021
Q1 | $217K | Hold |
2,306
| – | – | 0.15% | 97 |
|
|
2020
Q4 | $208K | Hold |
2,306
| – | – | 0.13% | 82 |
|
|
2020
Q3 | $227K | Hold |
2,306
| – | – | 0.19% | 65 |
|
|
2020
Q2 | $218K | Hold |
2,306
| – | – | 0.23% | 65 |
|
|
2020
Q1 | $204K | Buy |
+2,306
| New | +$204K | 0.33% | 58 |
|