EWM
Evermay Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
1,128
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $123K | Buy |
+1,128
| New | +$123K | 0.02% | 236 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$337 | – | 731 |
|
|
2023
Q4 | $337 | Buy |
+4
| New | +$337 | ﹤0.01% | 641 |
|
|
2023
Q1 | – | Sell |
-278
| Closed | -$26.1K | – | 585 |
|
|
2022
Q4 | $26.1K | Hold |
278
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $25K | Hold |
278
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $28K | Hold |
278
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $28K | Hold |
278
| – | – | ﹤0.01% | 344 |
|
|
2021
Q4 | $27K | Buy |
+278
| New | +$27K | ﹤0.01% | 334 |
|