Gen-Wealth Partners’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 | $23.4K | Hold |
225
| – | – | 0.01% | 401 |
|
|
2025
Q1 | $24.5K | Sell |
225
-58
| -20% | -$6.32K | 0.01% | 393 |
|
|
2024
Q4 | $26.6K | Sell |
283
-146
| -34% | -$13.7K | 0.01% | 411 |
|
|
2024
Q3 | $41.2K | Sell |
429
-115
| -21% | -$11K | 0.02% | 390 |
|
|
2024
Q2 | $42.7K | Buy |
544
+10
| +2% | +$785 | 0.02% | 382 |
|
|
2024
Q1 | $43.9K | Buy |
+534
| New | +$43.9K | 0.02% | 382 |
|