MPS Loria Financial Planners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $644K | Sell |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $696K | Sell |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $609K | Sell |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $291K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | $226K | Buy |
|