OWA
Opal Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
240
-50
| -17% | -$5.21K | 0.01% | 515 |
|
|
2025
Q1 | $31.6K | Buy |
+290
| New | +$31.6K | 0.01% | 433 |
|
|
2024
Q3 | – | Sell |
-280
| Closed | -$22K | – | 1166 |
|
|
2024
Q2 | $22K | Sell |
280
-19
| -6% | -$1.49K | 0.01% | 484 |
|
|
2024
Q1 | $24.6K | Buy |
+299
| New | +$24.6K | 0.01% | 228 |
|