Coppell Advisory Solutions’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-69
| Closed | -$6.5K | – | 1866 |
|
|
2024
Q4 | $6.5K | Sell |
69
-7
| -9% | -$659 | ﹤0.01% | 1257 |
|
|
2024
Q3 | $7.24K | Buy |
76
+7
| +10% | +$667 | ﹤0.01% | 1168 |
|
|
2024
Q2 | $5.41K | Buy |
+69
| New | +$5.41K | ﹤0.01% | 1183 |
|
|
2023
Q4 | $7.15K | Buy |
85
+82
| +2,733% | +$6.9K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $281 | Sell |
3
-66
| -96% | -$6.18K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $6.05K | Buy |
+69
| New | +$6.05K | ﹤0.01% | 813 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$281 | – | 1083 |
|
|
2022
Q4 | $281 | Buy |
+3
| New | +$281 | ﹤0.01% | 1085 |
|