IWM
Integris Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
2,477
| – | – | 0.07% | 95 |
|
|
2025
Q1 | $270K | Hold |
2,477
| – | – | 0.08% | 84 |
|
|
2024
Q4 | $233K | Hold |
2,477
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $238K | Buy |
+2,477
| New | +$238K | 0.07% | 96 |
|
|
2024
Q2 | – | Sell |
-2,477
| Closed | -$203K | – | 97 |
|
|
2024
Q1 | $203K | Hold |
2,477
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $208K | Buy |
+2,477
| New | +$208K | 0.06% | 91 |
|
|
2023
Q3 | – | Sell |
-2,477
| Closed | -$219K | – | 87 |
|
|
2023
Q2 | $219K | Hold |
2,477
| – | – | 0.08% | 78 |
|
|
2023
Q1 | $235K | Hold |
2,477
| – | – | 0.09% | 77 |
|
|
2022
Q4 | $232K | Buy |
+2,477
| New | +$232K | 0.09% | 72 |
|