Well Done LLC’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 |
-2,360
| Closed | -$208K | – | 176 |
|
|
2023
Q2 | $208K | Hold |
2,360
| – | – | 0.04% | 154 |
|
|
2023
Q1 | $224K | Hold |
2,360
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $221K | Hold |
2,360
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $211K | Hold |
2,360
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $238K | Hold |
2,360
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $236K | Hold |
2,360
| – | – | 0.05% | 164 |
|
|
2021
Q4 | $229K | Hold |
2,360
| – | – | 0.05% | 164 |
|
|
2021
Q3 | $208K | Sell |
2,360
-138
| -6% | -$12.2K | 0.05% | 168 |
|
|
2021
Q2 | $222K | Hold |
2,498
| – | – | 0.05% | 163 |
|
|
2021
Q1 | $234K | Buy |
2,498
+205
| +9% | +$19.2K | 0.05% | 147 |
|
|
2020
Q4 | $211K | Hold |
2,293
| – | – | 0.05% | 141 |
|
|
2020
Q3 | $222K | Hold |
2,293
| – | – | 0.06% | 128 |
|
|
2020
Q2 | $201K | Hold |
2,293
| – | – | 0.06% | 144 |
|
|
2020
Q1 | $202K | Hold |
2,293
| – | – | 0.06% | 128 |
|
|
2019
Q4 | $211K | Hold |
2,293
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $218K | Buy |
+2,293
| New | +$218K | 0.05% | 139 |
|
|
2019
Q1 | – | Sell |
-2,293
| Closed | -$159K | – | 649 |
|
|
2018
Q4 | $159K | Buy |
+2,293
| New | +$159K | 0.04% | 155 |
|
|
2018
Q2 | – | Sell |
-2,293
| Closed | -$144K | – | 520 |
|
|
2018
Q1 | $144K | Buy |
+2,293
| New | +$144K | 0.04% | 129 |
|