Y-Intercept (HK)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,536
| Closed | -$1.61M | – | 1860 |
|
|
2024
Q2 | $1.61M | Buy |
+20,536
| New | +$1.61M | 0.09% | 312 |
|
|
2023
Q3 | – | Sell |
-16,432
| Closed | -$1.45M | – | 1670 |
|
|
2023
Q2 | $1.45M | Buy |
16,432
+5,458
| +50% | +$482K | 0.15% | 172 |
|
|
2023
Q1 | $1.04M | Buy |
10,974
+1,243
| +13% | +$118K | 0.12% | 241 |
|
|
2022
Q4 | $912K | Buy |
+9,731
| New | +$912K | 0.13% | 222 |
|
|
2022
Q2 | – | Sell |
-8,232
| Closed | -$822K | – | 1222 |
|
|
2022
Q1 | $822K | Buy |
+8,232
| New | +$822K | 0.19% | 154 |
|
|
2021
Q4 | – | Sell |
-15,479
| Closed | -$1.37M | – | 917 |
|
|
2021
Q3 | $1.37M | Buy |
15,479
+3,103
| +25% | +$274K | 0.25% | 123 |
|
|
2021
Q2 | $1.1M | Buy |
+12,376
| New | +$1.1M | 0.28% | 81 |
|
|
2021
Q1 | – | Sell |
-7,933
| Closed | -$718K | – | 822 |
|
|
2020
Q4 | $718K | Buy |
+7,933
| New | +$718K | 0.3% | 82 |
|