IAG Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $170K | Sell |
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|
2021
Q2 | $176K | Hold |
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|
2021
Q1 | $186K | Sell |
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|
2020
Q4 | $191K | Hold |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $160K | Hold |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $168K | Buy |
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