VFA
Values First Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,086
| Closed | -$272K | – | 178 |
|
|
2023
Q2 | $272K | Sell |
3,086
-795
| -20% | -$70.2K | 0.16% | 135 |
|
|
2023
Q1 | $368K | Buy |
3,881
+228
| +6% | +$21.6K | 0.23% | 109 |
|
|
2022
Q4 | $342K | Buy |
3,653
+705
| +24% | +$66.1K | 0.24% | 110 |
|
|
2022
Q3 | $264K | Buy |
2,948
+809
| +38% | +$72.4K | 0.19% | 116 |
|
|
2022
Q2 | $215K | Buy |
+2,139
| New | +$215K | 0.15% | 131 |
|