DHJJ Financial Advisors’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 | $11.7K | Hold |
112
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $12.2K | Hold |
112
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $10.5K | Hold |
112
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $10.8K | Hold |
112
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $8.79K | Hold |
112
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $9.2K | Hold |
112
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $9.43K | Hold |
112
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $9.02K | Buy |
+112
| New | +$9.02K | ﹤0.01% | 445 |
|