Wealthspire Advisors (Maryland)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $915K | Sell |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $985K | Buy |
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|
2017
Q2 | $947K | Buy |
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|
2017
Q1 | $830K | Buy |
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|
2016
Q4 | $735K | Buy |
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|
2016
Q3 | $746K | Buy |
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|
2016
Q2 | $813K | Sell |
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|
2016
Q1 | $771K | Buy |
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|
2015
Q4 | $658K | Buy |
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