IAG Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
6,074
+2
| +0% | +$208 | 0.08% | 77 |
|
|
2025
Q1 | $662K | Buy |
6,072
+179
| +3% | +$19.5K | 0.1% | 69 |
|
|
2024
Q4 | $554K | Buy |
5,893
+1,004
| +21% | +$94.4K | 0.1% | 66 |
|
|
2024
Q3 | $470K | Buy |
4,889
+182
| +4% | +$17.5K | 0.09% | 70 |
|
|
2024
Q2 | $369K | Sell |
4,707
-2,442
| -34% | -$192K | 0.07% | 74 |
|
|
2024
Q1 | $587K | Buy |
7,149
+3,207
| +81% | +$263K | 0.13% | 57 |
|
|
2023
Q4 | $332K | Sell |
3,942
-632
| -14% | -$53.2K | 0.08% | 67 |
|
|
2023
Q3 | $368K | Buy |
4,574
+776
| +20% | +$62.5K | 0.1% | 58 |
|
|
2023
Q2 | $335K | Buy |
3,798
+278
| +8% | +$24.5K | 0.09% | 65 |
|
|
2023
Q1 | $334K | Sell |
3,520
-86
| -2% | -$8.15K | 0.09% | 57 |
|
|
2022
Q4 | $338K | Buy |
3,606
+1,574
| +77% | +$148K | 0.1% | 56 |
|
|
2022
Q3 | $182K | Hold |
2,032
| – | – | 0.06% | 62 |
|
|
2022
Q2 | $205K | Sell |
2,032
-1
| -0% | -$101 | 0.07% | 65 |
|
|
2022
Q1 | $203K | Sell |
2,033
-113
| -5% | -$11.3K | 0.06% | 65 |
|
|
2021
Q4 | $208K | Buy |
2,146
+223
| +12% | +$21.6K | 0.07% | 60 |
|
|
2021
Q3 | $170K | Sell |
1,923
-55
| -3% | -$4.86K | 0.06% | 57 |
|
|
2021
Q2 | $176K | Hold |
1,978
| – | – | 0.06% | 52 |
|
|
2021
Q1 | $186K | Sell |
1,978
-90
| -4% | -$8.46K | 0.07% | 53 |
|
|
2020
Q4 | $191K | Hold |
2,068
| – | – | 0.08% | 55 |
|
|
2020
Q3 | $201K | Buy |
2,068
+249
| +14% | +$24.2K | 0.09% | 52 |
|
|
2020
Q2 | $160K | Hold |
1,819
| – | – | 0.08% | 55 |
|
|
2020
Q1 | $161K | Hold |
1,819
| – | – | 0.11% | 51 |
|
|
2019
Q4 | $168K | Buy |
+1,819
| New | +$168K | 0.11% | 48 |
|