OWM
OneAscent Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,016
| Closed | -$266K | – | 182 |
|
|
2023
Q2 | $266K | Sell |
3,016
-575
| -16% | -$50.7K | 0.13% | 80 |
|
|
2023
Q1 | $340K | Buy |
3,591
+7
| +0.2% | +$663 | 0.13% | 104 |
|
|
2022
Q4 | $336K | Buy |
3,584
+898
| +33% | +$84.2K | 0.16% | 95 |
|
|
2022
Q3 | $240K | Buy |
2,686
+177
| +7% | +$15.8K | 0.13% | 122 |
|
|
2022
Q2 | $253K | Buy |
+2,509
| New | +$253K | 0.13% | 139 |
|