GoalVest Advisory’s WEC Energy WEC Stock Holding History

GoalVest Advisory’s Portfolio WEC Stock Details WEC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$31K	Buy
2025 Q3	$21.8K	Hold
2025 Q2	$19.8K	Buy
2024 Q2	–	Sell
2024 Q1	$5.75K	Sell
2023 Q4	$7.58K	Buy
2023 Q3	–	Sell
2023 Q2	$11.3K	Buy