Golden State Wealth Management’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 | $7.4K | Hold |
71
| – | – | ﹤0.01% | 1148 |
|
|
2025
Q1 | $7.74K | Sell |
71
-26
| -27% | -$2.83K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $9.12K | Buy |
+97
| New | +$9.12K | ﹤0.01% | 986 |
|
|
2020
Q2 | – | Sell |
-46
| Closed | -$4K | – | 903 |
|
|
2020
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 792 |
|
|
2019
Q4 | – | Sell |
-118
| Closed | -$11K | – | 941 |
|
|
2019
Q3 | $11K | Buy |
118
+40
| +51% | +$3.73K | ﹤0.01% | 735 |
|
|
2019
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 854 |
|
|
2019
Q1 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 885 |
|