Redmont Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37
| Closed | -$3.56K | – | 311 |
|
|
2024
Q3 | $3.56K | Hold |
37
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $2.9K | Hold |
37
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $3.04K | Buy |
+37
| New | +$3.04K | ﹤0.01% | 301 |
|
|
2023
Q1 | – | Sell |
-43,046
| Closed | -$4.04M | – | 112 |
|
|
2022
Q4 | $4.04M | Hold |
43,046
| – | – | 4.73% | 3 |
|
|
2022
Q3 | $3.85M | Hold |
43,046
| – | – | 5.01% | 3 |
|
|
2022
Q2 | $4.33M | Hold |
43,046
| – | – | 5.25% | 3 |
|
|
2022
Q1 | $4.3M | Hold |
43,046
| – | – | 4.57% | 5 |
|
|
2021
Q4 | $4.18M | Buy |
+43,046
| New | +$4.18M | 4.47% | 5 |
|