Warther Private Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,515
| Closed | -$222K | – | 70 |
|
|
2023
Q2 | $222K | Hold |
2,515
| – | – | 0.15% | 57 |
|
|
2023
Q1 | $238K | Hold |
2,515
| – | – | 0.18% | 59 |
|
|
2022
Q4 | $236K | Hold |
2,515
| – | – | 0.18% | 71 |
|
|
2022
Q3 | $225K | Hold |
2,515
| – | – | 0.18% | 75 |
|
|
2022
Q2 | $258K | Hold |
2,515
| – | – | 0.19% | 97 |
|
|
2022
Q1 | $254K | Hold |
2,515
| – | – | 0.17% | 115 |
|
|
2021
Q4 | $242K | Buy |
+2,515
| New | +$242K | 0.18% | 107 |
|