KWA
Kingswood Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,349
| Closed | -$221K | – | 833 |
|
|
2024
Q4 | $221K | Sell |
2,349
-5,768
| -71% | -$543K | 0.02% | 709 |
|
|
2024
Q3 | $780K | Buy |
8,117
+503
| +7% | +$48.3K | 0.06% | 350 |
|
|
2024
Q2 | $597K | Buy |
7,614
+1,681
| +28% | +$132K | 0.05% | 345 |
|
|
2024
Q1 | $487K | Buy |
+5,933
| New | +$487K | 0.06% | 354 |
|
|
2023
Q4 | – | Sell |
-3,740
| Closed | -$301K | – | 674 |
|
|
2023
Q3 | $301K | Buy |
+3,740
| New | +$301K | 0.05% | 325 |
|