Washington Trust Advisors’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 |
-76
| Closed | -$7.21K | – | 774 |
|
|
2023
Q1 | $7.21K | Buy |
76
+4
| +6% | +$379 | ﹤0.01% | 549 |
|
|
2022
Q4 | $6.75K | Hold |
72
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $6K | Buy |
72
+3
| +4% | +$250 | ﹤0.01% | 696 |
|
|
2022
Q2 | $7K | Buy |
69
+4
| +6% | +$406 | ﹤0.01% | 695 |
|
|
2022
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 831 |
|