Arax Advisory Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
2,956
-133
| -4% | -$13.9K | 0.01% | 520 |
|
|
2025
Q1 | $337K | Sell |
3,089
-59
| -2% | -$6.43K | 0.02% | 395 |
|
|
2024
Q4 | $296K | Buy |
3,148
+2,587
| +461% | +$243K | 0.02% | 407 |
|
|
2024
Q3 | $54K | Sell |
561
-7
| -1% | -$674 | ﹤0.01% | 693 |
|
|
2024
Q2 | $44.6K | Buy |
568
+555
| +4,269% | +$43.6K | ﹤0.01% | 702 |
|
|
2024
Q1 | $1.08K | Buy |
+13
| New | +$1.08K | ﹤0.01% | 1144 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$564 | – | 1439 |
|
|
2023
Q3 | $564 | Sell |
7
-55
| -89% | -$4.43K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $5.49K | Buy |
62
+2
| +3% | +$177 | ﹤0.01% | 847 |
|
|
2023
Q1 | $5.71K | Buy |
60
+42
| +233% | +$4K | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.69K | Sell |
18
-55
| -75% | -$5.16K | ﹤0.01% | 972 |
|
|
2022
Q3 | $7K | Buy |
73
+21
| +40% | +$2.01K | ﹤0.01% | 729 |
|
|
2022
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 803 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$2K | – | 1216 |
|
|
2021
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 941 |
|
|
2020
Q1 | – | Sell |
-118
| Closed | -$11K | – | 723 |
|
|
2019
Q4 | $11K | Buy |
118
+1
| +0.9% | +$93 | ﹤0.01% | 458 |
|
|
2019
Q3 | $11K | Buy |
117
+1
| +0.9% | +$94 | ﹤0.01% | 456 |
|
|
2019
Q2 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 469 |
|
|
2018
Q4 | $8K | Buy |
115
+1
| +0.9% | +$70 | ﹤0.01% | 458 |
|
|
2018
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 494 |
|