BWA
Burt Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-994
| Closed | -$91K | – | 369 |
|
|
2020
Q4 | $91K | Hold |
994
| – | – | 0.03% | 139 |
|
|
2020
Q3 | $96K | Hold |
994
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $87K | Buy |
+994
| New | +$87K | 0.04% | 130 |
|
|
2017
Q3 | – | Sell |
-281
| Closed | -$17K | – | 409 |
|
|
2017
Q2 | $17K | Buy |
+281
| New | +$17K | 0.01% | 262 |
|