Bogart Wealth LLC’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.04K | Sell |
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|
2025
Q2 | $14.5K | Buy |
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|
2025
Q1 | $3.71K | Buy |
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|
2024
Q4 | $2.73K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $18.9K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $20K | Buy |
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