Boit C.F. David’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
Q2 | $90.3K | Hold |
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|
2025
Q1 | $94.5K | Hold |
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|
2024
Q4 | $81.5K | Hold |
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|
2024
Q3 | $83.5K | Hold |
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|
2024
Q2 | $68K | Hold |
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|
2024
Q1 | $71.6K | Hold |
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|
2023
Q4 | $75.1K | Hold |
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|
2023
Q3 | $6.68K | Hold |
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|
2023
Q2 | $76.5K | Hold |
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|
2023
Q1 | $83.9K | Hold |
|
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|
2022
Q4 | $81.3K | Hold |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $77K | Buy |
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