Costello Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
154
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $16.8K | Buy |
+154
| New | +$16.8K | 0.01% | 374 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$5K | – | 267 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 199 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 202 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 200 |
|
|
2021
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 216 |
|
|
2020
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 211 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 197 |
|