LRI Investments’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 | $6.98K | Hold |
67
| – | – | ﹤0.01% | 928 |
|
|
2025
Q1 | $7.3K | Hold |
67
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $6.3K | Hold |
67
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $6.44K | Hold |
67
| – | – | ﹤0.01% | 878 |
|
|
2024
Q2 | $5.26K | Sell |
67
-11
| -14% | -$863 | ﹤0.01% | 877 |
|
|
2024
Q1 | $6.41K | Buy |
+78
| New | +$6.41K | ﹤0.01% | 582 |
|