Arkadios Wealth Advisors’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 | $1M | Buy |
9,644
+753
| +8% | +$78.5K | 0.03% | 563 |
|
|
2025
Q1 | $969K | Buy |
+8,891
| New | +$969K | 0.04% | 466 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 1769 |
|
|
2021
Q3 | $0 | Sell |
3
-113
| -97% | – | ﹤0.01% | 2081 |
|
|
2021
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q1 | $10K | Hold |
116
| – | – | ﹤0.01% | 1206 |
|
|
2020
Q4 | $10K | Sell |
116
-18
| -13% | -$1.55K | ﹤0.01% | 977 |
|
|
2020
Q3 | $13.6K | Hold |
134
| – | – | 0.01% | 677 |
|
|
2020
Q2 | $11.8K | Buy |
134
+102
| +319% | +$8.99K | 0.01% | 652 |
|
|
2020
Q1 | $2.82K | Hold |
32
| – | – | ﹤0.01% | 884 |
|
|
2019
Q4 | $3.24K | Buy |
+32
| New | +$3.24K | ﹤0.01% | 762 |
|