BWL
Bogart Wealth LLC’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Buy |
139
+105
| +309% | +$10.9K | ﹤0.01% | 707 |
|
|
2025
Q1 | $3.71K | Buy |
34
+5
| +17% | +$545 | ﹤0.01% | 950 |
|
|
2024
Q4 | $2.73K | Buy |
+29
| New | +$2.73K | ﹤0.01% | 1027 |
|
|
2023
Q1 | – | Sell |
-202
| Closed | -$18.9K | – | 1236 |
|
|
2022
Q4 | $18.9K | Hold |
202
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $18K | Sell |
202
-14
| -6% | -$1.25K | ﹤0.01% | 453 |
|
|
2022
Q2 | $22K | Hold |
216
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $22K | Hold |
216
| – | – | ﹤0.01% | 372 |
|
|
2021
Q4 | $21K | Hold |
216
| – | – | ﹤0.01% | 370 |
|
|
2021
Q3 | $19K | Hold |
216
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $19K | Hold |
216
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $20K | Buy |
+216
| New | +$20K | ﹤0.01% | 328 |
|