IWS
Insight Wealth Strategies’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
3,669
-58
| -2% | -$6.08K | 0.05% | 129 |
|
|
2025
Q1 | $406K | Buy |
3,727
+32
| +0.9% | +$3.49K | 0.05% | 127 |
|
|
2024
Q4 | $348K | Sell |
3,695
-610
| -14% | -$57.4K | 0.05% | 130 |
|
|
2024
Q3 | $414K | Buy |
4,305
+38
| +0.9% | +$3.66K | 0.05% | 135 |
|
|
2024
Q2 | $335K | Buy |
4,267
+44
| +1% | +$3.45K | 0.05% | 140 |
|
|
2024
Q1 | $347K | Buy |
4,223
+33
| +0.8% | +$2.71K | 0.05% | 142 |
|
|
2023
Q4 | $353K | Sell |
4,190
-119
| -3% | -$10K | 0.06% | 139 |
|
|
2023
Q3 | $347K | Buy |
4,309
+38
| +0.9% | +$3.06K | 0.07% | 128 |
|
|
2023
Q2 | $377K | Buy |
4,271
+205
| +5% | +$18.1K | 0.07% | 121 |
|
|
2023
Q1 | $385K | Buy |
4,066
+35
| +0.9% | +$3.32K | 0.08% | 120 |
|
|
2022
Q4 | $378K | Buy |
+4,031
| New | +$378K | 0.07% | 115 |
|