West Michigan Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,431
| Closed | -$364K | – | 194 |
|
|
2024
Q1 | $364K | Sell |
4,431
-17
| -0.4% | -$1.4K | 0.12% | 117 |
|
|
2023
Q4 | $374K | Sell |
4,448
-278
| -6% | -$23.4K | 0.14% | 93 |
|
|
2023
Q3 | $381K | Sell |
4,726
-43
| -0.9% | -$3.46K | 0.2% | 91 |
|
|
2023
Q2 | $421K | Buy |
4,769
+1,905
| +67% | +$168K | 0.17% | 124 |
|
|
2023
Q1 | $271K | Buy |
+2,864
| New | +$271K | 0.15% | 109 |
|