Golden State Equity 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 | $383K | Buy |
3,676
+224
| +6% | +$23.3K | 0.07% | 290 |
|
|
2025
Q1 | $376K | Sell |
3,452
-438
| -11% | -$47.7K | 0.07% | 302 |
|
|
2024
Q4 | $366K | Buy |
3,890
+3,148
| +424% | +$296K | 0.07% | 295 |
|
|
2024
Q3 | $71.4K | Sell |
742
-3,813
| -84% | -$367K | 0.04% | 332 |
|
|
2024
Q2 | $357K | Buy |
+4,555
| New | +$357K | 0.07% | 285 |
|
|
2023
Q4 | $444K | Buy |
5,272
+1,181
| +29% | +$99.4K | 0.11% | 208 |
|
|
2023
Q3 | $330K | Buy |
4,091
+281
| +7% | +$22.6K | 0.09% | 235 |
|
|
2023
Q2 | $336K | Buy |
+3,810
| New | +$336K | 0.09% | 240 |
|