Global Financial Private Client’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 |
-78
| Closed | -$8.5K | – | 1589 |
|
|
2025
Q1 | $8.5K | Buy |
78
+14
| +22% | +$1.53K | ﹤0.01% | 604 |
|
|
2024
Q4 | $6.02K | Buy |
64
+6
| +10% | +$564 | ﹤0.01% | 624 |
|
|
2024
Q3 | $5.58K | Buy |
58
+20
| +53% | +$1.92K | ﹤0.01% | 629 |
|
|
2024
Q2 | $2.98K | Hold |
38
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $3.1K | Buy |
+38
| New | +$3.1K | ﹤0.01% | 555 |
|