TrueWealth LLC’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $20K | Hold |
227
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $20K | Sell |
227
-49
| -18% | -$4.32K | 0.01% | 360 |
|
|
2019
Q4 | $25K | Hold |
276
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $26K | Hold |
276
| – | – | 0.01% | 342 |
|
|
2019
Q2 | $23K | Buy |
276
+49
| +22% | +$4.08K | 0.01% | 356 |
|
|
2019
Q1 | $18K | Hold |
227
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $16K | Hold |
227
| – | – | 0.01% | 384 |
|
|
2018
Q3 | $15K | Sell |
227
-136
| -37% | -$8.99K | 0.01% | 424 |
|
|
2018
Q2 | $23K | Buy |
363
+188
| +107% | +$11.9K | 0.01% | 370 |
|
|
2018
Q1 | $11K | Sell |
175
-92
| -34% | -$5.78K | 0.01% | 439 |
|
|
2017
Q4 | $18K | Buy |
+267
| New | +$18K | 0.01% | 414 |
|