Wealthcare Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-60
| Closed | -$6K | – | 665 |
|
|
2021
Q1 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 363 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$3K | – | 650 |
|
|
2019
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 373 |
|
|
2015
Q2 | – | Sell |
-1,284
| Closed | -$64K | – | 854 |
|
|
2015
Q1 | $64K | Buy |
+1,284
| New | +$64K | 0.01% | 202 |
|