YorkBridge Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $484K | Buy |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $476K | Sell |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $477K | Sell |
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|
2018
Q2 | $469K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $284K | Sell |
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|
2016
Q4 | $278K | Buy |
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