Laurel Wealth Advisors (North Carolina)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-426
| Closed | -$33.4K | – | 745 |
|
|
2024
Q2 | $33.4K | Sell |
426
-15
| -3% | -$1.18K | 0.01% | 323 |
|
|
2024
Q1 | $36.2K | Buy |
441
+15
| +4% | +$1.23K | 0.01% | 326 |
|
|
2023
Q4 | $35.9K | Hold |
426
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $34.3K | Hold |
426
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $37.6K | Hold |
426
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $40.4K | Buy |
+426
| New | +$40.4K | 0.01% | 301 |
|