GoalVest Advisory’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 | $19.8K | Buy |
+190
| New | +$19.8K | ﹤0.01% | 272 |
|
|
2024
Q2 | – | Sell |
-70
| Closed | -$5.75K | – | 420 |
|
|
2024
Q1 | $5.75K | Sell |
70
-20
| -22% | -$1.64K | ﹤0.01% | 338 |
|
|
2023
Q4 | $7.58K | Buy |
+90
| New | +$7.58K | ﹤0.01% | 270 |
|
|
2023
Q3 | – | Sell |
-128
| Closed | -$11.3K | – | 493 |
|
|
2023
Q2 | $11.3K | Buy |
+128
| New | +$11.3K | 0.01% | 245 |
|