Creative Financial Designs’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Buy |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | $97.6K | Buy |
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|
2024
Q4 | $564 | Hold |
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|
2024
Q3 | $577 | Hold |
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|
2024
Q2 | $471 | Hold |
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|
2024
Q1 | $493 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
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