Financial Synergies Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$376 | – | 561 |
|
|
2023
Q4 | $376 | Hold |
4
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $323 | Hold |
4
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $353 | Hold |
4
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $380 | Hold |
4
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $376 | Hold |
4
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $358 | Hold |
4
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $403 | Buy |
+4
| New | +$403 | ﹤0.01% | 391 |
|