Union Savings Bank’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 | – | Sell |
-1,100
| Closed | -$106K | – | 302 |
|
|
2024
Q3 | $106K | Hold |
1,100
| – | – | 0.05% | 178 |
|
|
2024
Q2 | $86.3K | Hold |
1,100
| – | – | 0.05% | 189 |
|
|
2024
Q1 | $90.3K | Hold |
1,100
| – | – | 0.05% | 184 |
|
|
2023
Q4 | $92.6K | Hold |
1,100
| – | – | 0.05% | 181 |
|
|
2023
Q3 | $88.6K | Hold |
1,100
| – | – | 0.06% | 176 |
|
|
2023
Q2 | $98.8K | Buy |
+1,100
| New | +$98.8K | 0.06% | 168 |
|