Lifeworks 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 | – | Sell |
-4,523
| Closed | -$493K | – | 330 |
|
|
2025
Q1 | $493K | Buy |
+4,523
| New | +$493K | 0.08% | 182 |
|
|
2024
Q4 | – | Sell |
-2,775
| Closed | -$267K | – | 323 |
|
|
2024
Q3 | $267K | Buy |
2,775
+155
| +6% | +$14.9K | 0.05% | 246 |
|
|
2024
Q2 | $206K | Buy |
+2,620
| New | +$206K | 0.06% | 216 |
|