Wintrust Investments’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 | $52K | Buy |
560
+70
| +14% | +$6.5K | 0.05% | 248 |
|
|
2024
Q3 | $47K | Sell |
490
-3,753
| -88% | -$360K | 0.03% | 318 |
|
|
2024
Q2 | $333K | Sell |
4,243
-298
| -7% | -$23.4K | 0.03% | 355 |
|
|
2024
Q1 | $373K | Buy |
4,541
+2
| +0% | +$164 | 0.03% | 338 |
|
|
2023
Q4 | $382K | Buy |
4,539
+684
| +18% | +$57.6K | 0.04% | 321 |
|
|
2023
Q3 | $311K | Buy |
3,855
+2
| +0.1% | +$161 | 0.03% | 325 |
|
|
2023
Q2 | $340K | Buy |
+3,853
| New | +$340K | 0.03% | 318 |
|
|
2023
Q1 | – | Sell |
-4,465
| Closed | -$419K | – | 405 |
|
|
2022
Q4 | $419K | Buy |
4,465
+576
| +15% | +$54.1K | 0.05% | 236 |
|
|
2022
Q3 | $348K | Sell |
3,889
-39
| -1% | -$3.49K | 0.04% | 279 |
|
|
2022
Q2 | $395K | Buy |
3,928
+18
| +0.5% | +$1.81K | 0.05% | 256 |
|
|
2022
Q1 | $390K | Buy |
3,910
+16
| +0.4% | +$1.6K | 0.04% | 284 |
|
|
2021
Q4 | $378K | Buy |
+3,894
| New | +$378K | 0.04% | 301 |
|
|
2021
Q3 | – | Sell |
-4,261
| Closed | -$379K | – | 412 |
|
|
2021
Q2 | $379K | Buy |
4,261
+324
| +8% | +$28.8K | 0.04% | 296 |
|
|
2021
Q1 | $368K | Buy |
3,937
+107
| +3% | +$10K | 0.04% | 300 |
|
|
2020
Q4 | $352K | Sell |
3,830
-33
| -0.9% | -$3.03K | 0.1% | 124 |
|
|
2020
Q3 | $374K | Sell |
3,863
-62
| -2% | -$6K | 0.05% | 239 |
|
|
2020
Q2 | $344K | Sell |
3,925
-92
| -2% | -$8.06K | 0.05% | 252 |
|
|
2020
Q1 | $354K | Buy |
4,017
+246
| +7% | +$21.7K | 0.06% | 220 |
|
|
2019
Q4 | $348K | Sell |
3,771
-364
| -9% | -$33.6K | 0.05% | 264 |
|
|
2019
Q3 | $393K | Sell |
4,135
-287
| -6% | -$27.3K | 0.06% | 236 |
|
|
2019
Q2 | $369K | Buy |
4,422
+14
| +0.3% | +$1.17K | 0.06% | 252 |
|
|
2019
Q1 | $349K | Hold |
4,408
| – | – | 0.06% | 255 |
|
|
2018
Q4 | $305K | Sell |
4,408
-229
| -5% | -$15.8K | 0.06% | 254 |
|
|
2018
Q3 | $310K | Sell |
4,637
-5
| -0.1% | -$334 | 0.05% | 284 |
|
|
2018
Q2 | $300K | Buy |
4,642
+462
| +11% | +$29.9K | 0.05% | 281 |
|
|
2018
Q1 | $262K | Buy |
4,180
+228
| +6% | +$14.3K | 0.07% | 212 |
|
|
2017
Q4 | $263K | Buy |
3,952
+620
| +19% | +$41.3K | 0.06% | 242 |
|
|
2017
Q3 | $209K | Buy |
+3,332
| New | +$209K | 0.05% | 261 |
|