PWM
Prentice Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-189
| Closed | -$19K | – | 179 |
|
|
2022
Q2 | $19K | Buy |
+189
| New | +$19K | 0.02% | 91 |
|
|
2021
Q4 | – | Sell |
-236
| Closed | -$21K | – | 314 |
|
|
2021
Q3 | $21K | Sell |
236
-41
| -15% | -$3.65K | 0.01% | 216 |
|
|
2021
Q2 | $25K | Sell |
277
-12
| -4% | -$1.08K | 0.01% | 207 |
|
|
2021
Q1 | $27K | Buy |
+289
| New | +$27K | 0.02% | 198 |
|