Avion Wealth’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 | $5K | Buy |
57
+28
| +97% | +$2.46K | ﹤0.01% | 645 |
|
|
2025
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 782 |
|
|
2024
Q4 | $2K | Buy |
29
+5
| +21% | +$345 | ﹤0.01% | 779 |
|
|
2024
Q3 | $2K | Sell |
24
-6
| -20% | -$500 | ﹤0.01% | 732 |
|
|
2024
Q2 | $2K | Buy |
30
+6
| +25% | +$400 | ﹤0.01% | 660 |
|
|
2024
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 797 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$1K | – | 1371 |
|
|
2023
Q3 | $1K | Buy |
24
+12
| +100% | +$500 | ﹤0.01% | 752 |
|
|
2023
Q2 | $0 | Buy |
12
+7
| +140% | – | ﹤0.01% | 1061 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 800 |
|