Diversify Advisory Services’s WEC Energy WEC Stock Holding History

Diversify Advisory Services’s Portfolio WEC Stock Details WEC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$562K	Sell
2025 Q3	$770K	Sell
2025 Q2	$986K	Buy
2025 Q1	$426K	Buy
2024 Q4	$344K	Sell
2024 Q3	$395K	Buy
2024 Q2	–	Sell
2024 Q1	$225K	Buy