Creative Financial Designs’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 | $111K | Buy |
1,070
+174
| +19% | +$18.1K | 0.01% | 641 |
|
|
2025
Q1 | $97.6K | Buy |
896
+890
| +14,833% | +$97K | 0.01% | 628 |
|
|
2024
Q4 | $564 | Hold |
6
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q3 | $577 | Hold |
6
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q2 | $471 | Hold |
6
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q1 | $493 | Buy |
+6
| New | +$493 | ﹤0.01% | 1592 |
|
|
2021
Q4 | – | Sell |
-69
| Closed | -$6K | – | 1469 |
|
|
2021
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 1135 |
|
|
2021
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 1146 |
|
|
2021
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 963 |
|
|
2020
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 880 |
|
|
2020
Q2 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 856 |
|
|
2019
Q4 | – | Sell |
-51
| Closed | -$5K | – | 656 |
|
|
2019
Q3 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 481 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 614 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 665 |
|
|
2017
Q1 | – | Sell |
-101
| Closed | -$6K | – | 864 |
|
|
2016
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 460 |
|