LGT Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,222
| Closed | -$265K | – | 870 |
|
|
2024
Q1 | $265K | Hold |
3,222
| – | – | 0.31% | 66 |
|
|
2023
Q4 | $271K | Hold |
3,222
| – | – | 0.33% | 66 |
|
|
2023
Q3 | $260K | Hold |
3,222
| – | – | 0.33% | 66 |
|
|
2023
Q2 | $284K | Hold |
3,222
| – | – | 0.3% | 85 |
|
|
2023
Q1 | $305K | Hold |
3,222
| – | – | 0.57% | 52 |
|
|
2022
Q4 | $302K | Buy |
+3,222
| New | +$302K | 0.36% | 62 |
|