CSWM
Cassady Schiller Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54.4K | Buy |
578
+14
| +2% | +$1.32K | 0.02% | 198 |
|
|
2024
Q3 | $54.2K | Sell |
564
-66
| -10% | -$6.35K | 0.02% | 198 |
|
|
2024
Q2 | $49.4K | Hold |
630
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $51.7K | Sell |
630
-257
| -29% | -$21.1K | 0.02% | 209 |
|
|
2023
Q4 | $74.7K | Hold |
887
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $71.4K | Hold |
887
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $78.3K | Buy |
887
+66
| +8% | +$5.82K | 0.04% | 160 |
|
|
2023
Q1 | $77.8K | Sell |
821
-73
| -8% | -$6.92K | 0.04% | 159 |
|
|
2022
Q4 | $83.8K | Buy |
+894
| New | +$83.8K | 0.05% | 144 |
|
|
2022
Q1 | – | Sell |
-342
| Closed | -$33K | – | 599 |
|
|
2021
Q4 | $33K | Buy |
+342
| New | +$33K | 0.02% | 237 |
|