Ulland Investment 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
Q1 | – | Sell |
-331
| Closed | -$28K | – | 260 |
|
|
2023
Q4 | $28K | Hold |
331
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $27K | Hold |
331
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $29K | Hold |
331
| – | – | 0.03% | 121 |
|
|
2023
Q1 | $31K | Hold |
331
| – | – | 0.04% | 109 |
|
|
2022
Q4 | $31K | Hold |
331
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $30K | Hold |
331
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $33K | Hold |
331
| – | – | 0.03% | 116 |
|
|
2022
Q1 | $33K | Hold |
331
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $32K | Buy |
+331
| New | +$32K | 0.02% | 123 |
|