BOSSRA
B.O.S.S. Retirement Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,411
| Closed | -$1.19M | – | 292 |
|
|
2024
Q3 | $1.19M | Buy |
12,411
+562
| +5% | +$54.1K | 0.24% | 108 |
|
|
2024
Q2 | $930K | Buy |
11,849
+301
| +3% | +$23.6K | 0.24% | 110 |
|
|
2024
Q1 | $972K | Sell |
11,548
-1,359
| -11% | -$114K | 0.37% | 98 |
|
|
2023
Q4 | $1.09M | Sell |
12,907
-2,314
| -15% | -$195K | 0.21% | 152 |
|
|
2023
Q3 | $1.23M | Sell |
15,221
-1,194
| -7% | -$96.2K | 0.26% | 151 |
|
|
2023
Q2 | $1.45M | Sell |
16,415
-1,805
| -10% | -$159K | 0.31% | 139 |
|
|
2023
Q1 | $1.73M | Buy |
18,220
+2,619
| +17% | +$248K | 0.41% | 98 |
|
|
2022
Q4 | $1.46M | Buy |
+15,601
| New | +$1.46M | 0.37% | 114 |
|