TrustCore Financial Services’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-223
| Closed | -$20K | – | 1154 |
|
|
2022
Q3 | $20K | Sell |
223
-912
| -80% | -$81.8K | ﹤0.01% | 618 |
|
|
2022
Q2 | $114K | Buy |
1,135
+223
| +24% | +$22.4K | 0.01% | 323 |
|
|
2022
Q1 | $91K | Hold |
912
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $89K | Hold |
912
| – | – | 0.01% | 352 |
|
|
2021
Q3 | $80K | Buy |
+912
| New | +$80K | 0.01% | 382 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$25K | – | 979 |
|
|
2019
Q2 | $25K | Buy |
+300
| New | +$25K | 0.01% | 466 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1K | – | 984 |
|
|
2018
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 918 |
|