CoreCap Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
1,173
-21
| -2% | -$2.19K | ﹤0.01% | 911 |
|
|
2025
Q1 | $130K | Sell |
1,194
-112
| -9% | -$12.2K | 0.01% | 808 |
|
|
2024
Q4 | $123K | Buy |
1,306
+201
| +18% | +$18.9K | 0.01% | 859 |
|
|
2024
Q3 | $106K | Buy |
1,105
+54
| +5% | +$5.2K | 0.01% | 882 |
|
|
2024
Q2 | $82.4K | Buy |
1,051
+49
| +5% | +$3.84K | 0.01% | 548 |
|
|
2024
Q1 | $82.3K | Buy |
+1,002
| New | +$82.3K | ﹤0.01% | 918 |
|
|
2022
Q4 | $9.94K | Buy |
+106
| New | +$9.94K | ﹤0.01% | 1543 |
|
|
2022
Q3 | – | Sell |
-256
| Closed | -$26K | – | 2100 |
|
|
2022
Q2 | $26K | Buy |
+256
| New | +$26K | ﹤0.01% | 1159 |
|
|
2022
Q1 | – | Sell |
-1,271
| Closed | -$123K | – | 2099 |
|
|
2021
Q4 | $123K | Buy |
+1,271
| New | +$123K | 0.01% | 675 |
|