Avalon Trust’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 | $69.4K | Hold |
666
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $72.6K | Sell |
666
-100
| -13% | -$10.9K | 0.01% | 216 |
|
|
2024
Q4 | $72K | Buy |
766
+66
| +9% | +$6.21K | 0.01% | 195 |
|
|
2024
Q3 | $67.3K | Hold |
700
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $54.9K | Hold |
700
| – | – | ﹤0.01% | 203 |
|
|
2024
Q1 | $57.5K | Hold |
700
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $58.9K | Hold |
700
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $56.4K | Sell |
700
-71
| -9% | -$5.72K | 0.01% | 182 |
|
|
2023
Q2 | $68K | Hold |
771
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $73.1K | Buy |
+771
| New | +$73.1K | 0.01% | 172 |
|