Optimum Investment Advisors’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 | – | Sell |
-16
| Closed | -$1.74K | – | 642 |
|
|
2025
Q1 | $1.74K | Buy |
+16
| New | +$1.74K | ﹤0.01% | 602 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1072 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 919 |
|
|
2018
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 888 |
|
|
2015
Q1 | $71K | Hold |
1,433
| – | – | 0.02% | 440 |
|
|
2014
Q4 | $76K | Hold |
1,433
| – | – | 0.02% | 414 |
|
|
2014
Q3 | $62K | Hold |
1,433
| – | – | 0.02% | 429 |
|
|
2014
Q2 | $67K | Sell |
1,433
-67
| -4% | -$3.13K | 0.02% | 423 |
|
|
2014
Q1 | $70K | Hold |
1,500
| – | – | 0.03% | 352 |
|
|
2013
Q4 | $62K | Hold |
1,500
| – | – | 0.02% | 366 |
|
|
2013
Q3 | $61K | Buy |
+1,500
| New | +$61K | 0.03% | 347 |
|