Householder Group Estate & Retirement Specialist’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-578
| Closed | -$55K | – | 1230 |
|
|
2024
Q3 | $55K | Hold |
578
| – | – | 0.02% | 469 |
|
|
2024
Q2 | $45K | Buy |
578
+51
| +10% | +$3.97K | 0.01% | 500 |
|
|
2024
Q1 | $43.3K | Hold |
527
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $44K | Hold |
527
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $42.5K | Buy |
+527
| New | +$42.5K | 0.02% | 479 |
|
|
2023
Q1 | $50K | Hold |
527
| – | – | 0.02% | 450 |
|
|
2022
Q4 | $49K | Hold |
527
| – | – | 0.07% | 117 |
|
|
2022
Q3 | $47K | Buy |
+527
| New | +$47K | 0.02% | 410 |
|