BWP
Baldwin Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,058
| Closed | -$198K | – | 1029 |
|
|
2024
Q3 | $198K | Buy |
2,058
+2,040
| +11,333% | +$196K | 0.01% | 330 |
|
|
2024
Q2 | $1.41K | Buy |
+18
| New | +$1.41K | ﹤0.01% | 696 |
|
|
2024
Q1 | – | Sell |
-125
| Closed | -$10.5K | – | 740 |
|
|
2023
Q4 | $10.5K | Hold |
125
| – | – | ﹤0.01% | 567 |
|
|
2023
Q3 | $10.1K | Hold |
125
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $11.8K | Hold |
125
| – | – | ﹤0.01% | 603 |
|
|
2022
Q4 | $11.7K | Hold |
125
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $13K | Hold |
125
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $12K | Hold |
125
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 502 |
|