Valeo Financial 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 |
-3,302
| Closed | -$278K | – | 675 |
|
|
2023
Q4 | $278K | Buy |
+3,302
| New | +$278K | 0.01% | 511 |
|
|
2023
Q3 | – | Sell |
-2,277
| Closed | -$201K | – | 647 |
|
|
2023
Q2 | $201K | Buy |
+2,277
| New | +$201K | 0.01% | 549 |
|
|
2021
Q2 | – | Sell |
-139
| Closed | -$13K | – | 1717 |
|
|
2021
Q1 | $13K | Buy |
139
+14
| +11% | +$1.31K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q3 | $12K | Sell |
125
-87
| -41% | -$8.35K | ﹤0.01% | 1009 |
|
|
2020
Q2 | $19K | Buy |
212
+136
| +179% | +$12.2K | ﹤0.01% | 1028 |
|
|
2020
Q1 | $7K | Buy |
76
+15
| +25% | +$1.38K | ﹤0.01% | 1181 |
|
|
2019
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q3 | $6K | Sell |
61
-176
| -74% | -$17.3K | ﹤0.01% | 1160 |
|
|
2019
Q2 | $20K | Hold |
237
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $19K | Hold |
237
| – | – | ﹤0.01% | 805 |
|
|
2018
Q4 | $16K | Sell |
237
-29
| -11% | -$1.96K | ﹤0.01% | 769 |
|
|
2018
Q3 | $18K | Buy |
266
+29
| +12% | +$1.96K | ﹤0.01% | 802 |
|
|
2018
Q2 | $16K | Buy |
237
+25
| +12% | +$1.69K | ﹤0.01% | 828 |
|
|
2018
Q1 | $13K | Buy |
212
+171
| +417% | +$10.5K | ﹤0.01% | 863 |
|
|
2017
Q4 | $3K | Sell |
41
-66
| -62% | -$4.83K | ﹤0.01% | 1133 |
|
|
2017
Q3 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 799 |
|