Vista Capital Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,012
| Closed | -$202K | – | 84 |
|
|
2022
Q2 | $202K | Sell |
2,012
-1,634
| -45% | -$164K | 0.03% | 80 |
|
|
2022
Q1 | $364K | Sell |
3,646
-5,680
| -61% | -$567K | 0.05% | 61 |
|
|
2021
Q4 | $905K | Sell |
9,326
-3,169
| -25% | -$308K | 0.11% | 29 |
|
|
2021
Q3 | $1.1M | Hold |
12,495
| – | – | 0.16% | 21 |
|
|
2021
Q2 | $1.11M | Buy |
+12,495
| New | +$1.11M | 0.16% | 19 |
|