WestEnd 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
Q4 | – | Sell |
-4
| Closed | -$385 | – | 407 |
|
|
2024
Q3 | $385 | Hold |
4
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $314 | Sell |
4
-1
| -20% | -$79 | ﹤0.01% | 204 |
|
|
2024
Q1 | $411 | Hold |
5
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $421 | Sell |
5
-3
| -38% | -$253 | ﹤0.01% | 170 |
|
|
2023
Q3 | $644 | Buy |
+8
| New | +$644 | ﹤0.01% | 131 |
|
|
2023
Q2 | – | Hold |
0
| – | -$664 | – | 297 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$656 | – | 132 |
|
|
2022
Q4 | $656 | Buy |
7
+2
| +40% | +$187 | ﹤0.01% | 130 |
|
|
2022
Q3 | $0 | Buy |
5
+2
| +67% | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $301 | Buy |
+3
| New | +$301 | ﹤0.01% | 173 |
|