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Legacy Wealth Management (Idaho)’s WEC Energy WEC Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.46K Hold
62
– – ﹤0.01% 363
2025
Q1 		$6.76K Hold
62
– – ﹤0.01% 385
2024
Q4 		$6.31K Sell
62
-132
-68% -$13.4K ﹤0.01% 343
2024
Q3 		$18.9K Buy
+194
New +$18.9K 0.01% 233