Horizons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-541
| Closed | -$45.5K | – | 184 |
|
|
2024
Q1 | $45.5K | Hold |
541
| – | – | 0.03% | 98 |
|
|
2023
Q4 | $45.5K | Hold |
541
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $43.6K | Hold |
541
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $47.2K | Hold |
541
| – | – | 0.03% | 97 |
|
|
2023
Q1 | $51.2K | Hold |
541
| – | – | 0.04% | 84 |
|
|
2022
Q4 | $52K | Hold |
541
| – | – | 0.04% | 88 |
|
|
2022
Q3 | $48K | Hold |
541
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $58K | Buy |
+541
| New | +$58K | 0.05% | 77 |
|