Evexia Wealth’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 | – | Sell |
-3,158
| Closed | -$330K | – | 84 |
|
|
2025
Q1 | $330K | Hold |
3,158
| – | – | 0.12% | 65 |
|
|
2024
Q4 | $321K | Hold |
3,158
| – | – | 0.11% | 69 |
|
|
2024
Q3 | $297K | Hold |
3,158
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $259K | Buy |
3,158
+32
| +1% | +$2.63K | 0.1% | 58 |
|
|
2024
Q1 | $247K | Hold |
3,126
| – | – | 0.1% | 56 |
|
|
2023
Q4 | $250K | Hold |
3,126
| – | – | 0.11% | 52 |
|
|
2023
Q3 | $257K | Buy |
+3,126
| New | +$257K | 0.13% | 47 |
|