Golden State Wealth Management’s WEC Energy WEC Stock Holding History

Golden State Wealth Management’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 Q3	$8.14K	Hold
2025 Q2	$7.4K	Hold
2025 Q1	$7.74K	Sell
2024 Q4	$9.12K	Buy
2020 Q2	–	Sell
2020 Q1	$4K	Buy
2019 Q4	–	Sell
2019 Q3	$11K	Buy
2019 Q2	$6K	Hold
2019 Q1	$6K	Buy