Zullo Investment Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-859
| Closed | -$80.5K | – | 716 |
|
|
2022
Q4 | $80.5K | Buy |
859
+85
| +11% | +$7.97K | 0.05% | 221 |
|
|
2022
Q3 | $69K | Buy |
774
+42
| +6% | +$3.74K | 0.04% | 229 |
|
|
2022
Q2 | $74K | Buy |
732
+66
| +10% | +$6.67K | 0.05% | 236 |
|
|
2022
Q1 | $66K | Buy |
666
+300
| +82% | +$29.7K | 0.03% | 270 |
|
|
2021
Q4 | $36K | Buy |
+366
| New | +$36K | 0.02% | 345 |
|