Daymark Wealth Partners’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 | $663K | Buy |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $357K | Buy |
|