Ropes Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $652K | Sell |
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|
2021
Q1 | $711K | Buy |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $717K | Sell |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $584K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $5K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3K | Buy |
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