RMR Wealth Builders’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,395
| Closed | -$131K | – | 708 |
|
|
2021
Q1 | $131K | Hold |
1,395
| – | – | 0.03% | 240 |
|
|
2020
Q4 | $128K | Buy |
+1,395
| New | +$128K | 0.06% | 187 |
|
|
2020
Q3 | – | Sell |
-1,395
| Closed | -$122K | – | 465 |
|
|
2020
Q2 | $122K | Buy |
+1,395
| New | +$122K | 0.11% | 153 |
|
|
2019
Q4 | $129K | Buy |
+1,395
| New | +$129K | 0.12% | 152 |
|