Accel Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$578 | – | 875 |
|
|
2023
Q1 | $578 | Sell |
6
-100
| -94% | -$9.63K | ﹤0.01% | 1209 |
|
|
2022
Q4 | $9.94K | Hold |
106
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $10K | Sell |
106
-582
| -85% | -$54.9K | 0.01% | 738 |
|
|
2022
Q2 | $69K | Buy |
688
+6
| +0.9% | +$602 | 0.04% | 295 |
|
|
2022
Q1 | $69K | Buy |
682
+100
| +17% | +$10.1K | 0.04% | 308 |
|
|
2021
Q4 | $56K | Buy |
+582
| New | +$56K | 0.03% | 364 |
|