JFS 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 | $10.1K | Hold |
97
| – | – | ﹤0.01% | 863 |
|
|
2025
Q1 | $10.6K | Buy |
97
+4
| +4% | +$436 | ﹤0.01% | 869 |
|
|
2024
Q4 | $8.75K | Sell |
93
-96
| -51% | -$9.03K | ﹤0.01% | 889 |
|
|
2024
Q3 | $18.2K | Buy |
189
+108
| +133% | +$10.4K | ﹤0.01% | 666 |
|
|
2024
Q2 | $6.36K | Sell |
81
-18
| -18% | -$1.41K | ﹤0.01% | 962 |
|
|
2024
Q1 | $8.13K | Sell |
99
-97
| -49% | -$7.97K | ﹤0.01% | 886 |
|
|
2023
Q4 | $16.5K | Buy |
196
+148
| +308% | +$12.5K | ﹤0.01% | 634 |
|
|
2023
Q3 | $3.87K | Sell |
48
-36
| -43% | -$2.9K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $7.41K | Sell |
84
-15
| -15% | -$1.32K | ﹤0.01% | 836 |
|
|
2023
Q1 | $9.39K | Buy |
99
+7
| +8% | +$664 | ﹤0.01% | 739 |
|
|
2022
Q4 | $8.63K | Sell |
92
-15
| -14% | -$1.41K | ﹤0.01% | 765 |
|
|
2022
Q3 | $10K | Sell |
107
-13
| -11% | -$1.22K | ﹤0.01% | 742 |
|
|
2022
Q2 | $12K | Buy |
120
+44
| +58% | +$4.4K | ﹤0.01% | 726 |
|
|
2022
Q1 | $8K | Buy |
76
+49
| +181% | +$5.16K | ﹤0.01% | 889 |
|
|
2021
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1003 |
|
|
2018
Q3 | – | Sell |
-134
| Closed | -$9K | – | 550 |
|
|
2018
Q2 | $9K | Buy |
+134
| New | +$9K | ﹤0.01% | 378 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 625 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 665 |
|
|
2015
Q3 | – | Sell |
-13
| Closed | -$1K | – | 577 |
|
|
2015
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 495 |
|
|
2015
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 496 |
|
|
2014
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 508 |
|
|
2014
Q3 | $1K | Sell |
13
-2
| -13% | -$154 | ﹤0.01% | 468 |
|
|
2014
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 462 |
|