YorkBridge Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $240K | Sell |
2,565
-48
| -2% | -$4.5K | 0.06% | 225 |
|
|
2022
Q3 | $234K | Buy |
2,613
+48
| +2% | +$4.3K | 0.06% | 243 |
|
|
2022
Q2 | $258K | Hold |
2,565
| – | – | 0.07% | 225 |
|
|
2022
Q1 | $256K | Hold |
2,565
| – | – | 0.06% | 261 |
|
|
2021
Q4 | $249K | Hold |
2,565
| – | – | 0.06% | 253 |
|
|
2021
Q3 | $226K | Sell |
2,565
-2,314
| -47% | -$204K | 0.06% | 245 |
|
|
2021
Q2 | $434K | Sell |
4,879
-1,201
| -20% | -$107K | 0.11% | 140 |
|
|
2021
Q1 | $569K | Buy |
6,080
+818
| +16% | +$76.6K | 0.17% | 108 |
|
|
2020
Q4 | $484K | Buy |
5,262
+132
| +3% | +$12.1K | 0.16% | 105 |
|
|
2020
Q3 | $497K | Buy |
5,130
+38
| +0.7% | +$3.68K | 0.21% | 94 |
|
|
2020
Q2 | $446K | Sell |
5,092
-84
| -2% | -$7.36K | 0.2% | 94 |
|
|
2020
Q1 | $456K | Buy |
5,176
+29
| +0.6% | +$2.56K | 0.28% | 84 |
|
|
2019
Q4 | $475K | Buy |
5,147
+138
| +3% | +$12.7K | 0.22% | 109 |
|
|
2019
Q3 | $476K | Sell |
5,009
-2,046
| -29% | -$194K | 0.24% | 99 |
|
|
2019
Q2 | $588K | Sell |
7,055
-22
| -0.3% | -$1.83K | 0.26% | 85 |
|
|
2019
Q1 | $560K | Sell |
7,077
-76
| -1% | -$6.01K | 0.26% | 87 |
|
|
2018
Q4 | $495K | Sell |
7,153
-3
| -0% | -$208 | 0.26% | 91 |
|
|
2018
Q3 | $477K | Sell |
7,156
-106
| -1% | -$7.07K | 0.22% | 104 |
|
|
2018
Q2 | $469K | Buy |
7,262
+572
| +9% | +$36.9K | 0.21% | 102 |
|
|
2018
Q1 | $412K | Buy |
6,690
+450
| +7% | +$27.7K | 0.19% | 113 |
|
|
2017
Q4 | $382K | Buy |
6,240
+1,826
| +41% | +$112K | 0.18% | 117 |
|
|
2017
Q3 | $277K | Sell |
4,414
-166
| -4% | -$10.4K | 0.14% | 139 |
|
|
2017
Q2 | $280K | Sell |
4,580
-96
| -2% | -$5.87K | 0.15% | 136 |
|
|
2017
Q1 | $284K | Sell |
4,676
-241
| -5% | -$14.6K | 0.15% | 133 |
|
|
2016
Q4 | $278K | Buy |
+4,917
| New | +$278K | 0.16% | 122 |
|