CTWM
Cherry Tree Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Sell |
521
-27
| -5% | -$2.81K | 0.01% | 253 |
|
|
2025
Q1 | $59.7K | Hold |
548
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $51.5K | Hold |
548
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $52.7K | Hold |
548
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $43K | Buy |
548
+27
| +5% | +$2.12K | 0.01% | 259 |
|
|
2024
Q1 | $42.8K | Hold |
521
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $43.9K | Sell |
521
-57
| -10% | -$4.8K | 0.01% | 246 |
|
|
2023
Q3 | $46.6K | Hold |
578
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $51K | Buy |
+578
| New | +$51K | 0.01% | 228 |
|