Financial Gravity Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.44K | Buy |
|
|||||
|
2024
Q2 | $628 | Sell |
|
|||||
|
2024
Q1 | $4.37K | Sell |
|
|||||
|
2023
Q4 | $10.9K | Buy |
|
|||||
|
2023
Q3 | $10.5K | Buy |
|
|||||
|
2023
Q2 | $3.81K | Sell |
|
|||||
|
2023
Q1 | $355 | Buy |
|
|||||
|
2022
Q4 | $3.56K | Sell |
|
|||||
|
2022
Q3 | $320 | Sell |
|
|||||
|
2022
Q2 | $362 | Buy |
|
|||||
|
2022
Q1 | $360 | Sell |
|
|||||
|
2021
Q4 | $362 | Buy |
|
|||||
|
2021
Q3 | $88K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $24K | Buy |
|
|||||
|
2019
Q2 | $4K | Sell |
|
|||||
|
2019
Q1 | $9K | Buy |
|
|||||
|
2018
Q3 | $186K | Sell |
|
|||||
|
2018
Q2 | $191K | Buy |
|
|||||
|
2018
Q1 | $153K | Buy |
|