International Private Wealth Advisors’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 | $311K | Sell |
2,983
-291
| -9% | -$30.3K | 0.27% | 110 |
|
|
2025
Q1 | $357K | Buy |
3,274
+457
| +16% | +$49.8K | 0.34% | 88 |
|
|
2024
Q4 | $265K | Buy |
2,817
+86
| +3% | +$8.09K | 0.26% | 115 |
|
|
2024
Q3 | $263K | Sell |
2,731
-117
| -4% | -$11.3K | 0.38% | 91 |
|
|
2024
Q2 | $223K | Buy |
2,848
+165
| +6% | +$12.9K | 0.38% | 109 |
|
|
2024
Q1 | $220K | Buy |
+2,683
| New | +$220K | 0.43% | 104 |
|