Virginia Wealth Management Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,255
| Closed | -$214K | – | 74 |
|
|
2023
Q1 | $214K | Hold |
2,255
| – | – | 0.15% | 72 |
|
|
2022
Q4 | $211K | Hold |
2,255
| – | – | 0.15% | 75 |
|
|
2022
Q3 | $202K | Buy |
2,255
+155
| +7% | +$13.9K | 0.15% | 72 |
|
|
2022
Q2 | $211K | Hold |
2,100
| – | – | 0.2% | 59 |
|
|
2022
Q1 | $217K | Hold |
2,100
| – | – | 0.19% | 58 |
|
|
2021
Q4 | $204K | Buy |
+2,100
| New | +$204K | 0.18% | 59 |
|