GWM
GSB Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$268K | – | 211 |
|
|
2022
Q3 | $268K | Hold |
3,000
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $302K | Hold |
3,000
| – | – | 0.1% | 173 |
|
|
2022
Q1 | $299K | Hold |
3,000
| – | – | 0.09% | 187 |
|
|
2021
Q4 | $291K | Hold |
3,000
| – | – | 0.08% | 190 |
|
|
2021
Q3 | $265K | Hold |
3,000
| – | – | 0.14% | 133 |
|
|
2021
Q2 | $267K | Hold |
3,000
| – | – | 0.08% | 194 |
|
|
2021
Q1 | $281K | Buy |
+3,000
| New | +$281K | 0.09% | 177 |
|