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Phoenix Wealth Advisors’s WEC Energy WEC Stock Holding History

Phoenix Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-272
Closed -$24K – 355
2021
Q3 		$24K Hold
272
– – 0.02% 250
2021
Q2 		$25K Hold
272
– – 0.02% 238
2021
Q1 		$25K Hold
272
– – 0.02% 243
2020
Q4 		$25K Buy
+272
New +$25K 0.02% 242