High Net Worth Advisory Group’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-687
| Closed | -$64.4K | – | 582 |
|
|
2022
Q4 | $64.4K | Buy |
687
+1
| +0.1% | +$94 | 0.03% | 287 |
|
|
2022
Q3 | $61K | Hold |
686
| – | – | 0.03% | 299 |
|
|
2022
Q2 | $69K | Buy |
686
+1
| +0.1% | +$101 | 0.03% | 283 |
|
|
2022
Q1 | $68K | Sell |
685
-350
| -34% | -$34.7K | 0.02% | 300 |
|
|
2021
Q4 | $100K | Buy |
+1,035
| New | +$100K | 0.03% | 255 |
|