Daymark Wealth Partners’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 | $494K | Buy |
4,738
+1,390
| +42% | +$145K | 0.02% | 357 |
|
|
2025
Q1 | $365K | Sell |
3,348
-709
| -17% | -$77.3K | 0.02% | 380 |
|
|
2024
Q4 | $382K | Sell |
4,057
-365
| -8% | -$34.3K | 0.02% | 368 |
|
|
2024
Q3 | $425K | Sell |
4,422
-1,369
| -24% | -$132K | 0.02% | 365 |
|
|
2024
Q2 | $454K | Sell |
5,791
-56
| -1% | -$4.39K | 0.02% | 336 |
|
|
2024
Q1 | $480K | Sell |
5,847
-102
| -2% | -$8.38K | 0.03% | 270 |
|
|
2023
Q4 | $501K | Buy |
5,949
+115
| +2% | +$9.68K | 0.03% | 256 |
|
|
2023
Q3 | $470K | Buy |
5,834
+99
| +2% | +$7.98K | 0.03% | 248 |
|
|
2023
Q2 | $506K | Buy |
5,735
+1,968
| +52% | +$174K | 0.04% | 237 |
|
|
2023
Q1 | $357K | Buy |
+3,767
| New | +$357K | 0.05% | 220 |
|