LWP
Lumature Wealth Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.9K | Buy |
293
+15
| +5% | +$1.32K | 0.02% | 262 |
|
|
2023
Q1 | $26.4K | Hold |
278
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $26.1K | Hold |
278
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $25K | Hold |
278
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $28K | Sell |
278
-134
| -33% | -$13.5K | 0.01% | 269 |
|
|
2022
Q1 | $41K | Buy |
412
+96
| +30% | +$9.55K | 0.02% | 270 |
|
|
2021
Q4 | $31K | Buy |
316
+126
| +66% | +$12.4K | 0.01% | 266 |
|
|
2021
Q3 | $17K | Buy |
190
+106
| +126% | +$9.48K | 0.01% | 306 |
|
|
2021
Q2 | $7K | Buy |
84
+41
| +95% | +$3.42K | ﹤0.01% | 313 |
|
|
2021
Q1 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 330 |
|