RWA Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
2,678
+266
| +11% | +$27.7K | ﹤0.01% | 522 |
|
|
2025
Q1 | $263K | Sell |
2,412
-254
| -10% | -$27.7K | ﹤0.01% | 498 |
|
|
2024
Q4 | $251K | Sell |
2,666
-242
| -8% | -$22.8K | ﹤0.01% | 508 |
|
|
2024
Q3 | $280K | Buy |
2,908
+27
| +0.9% | +$2.6K | ﹤0.01% | 490 |
|
|
2024
Q2 | $226K | Sell |
2,881
-424
| -13% | -$33.3K | ﹤0.01% | 509 |
|
|
2024
Q1 | $271K | Sell |
3,305
-169
| -5% | -$13.9K | ﹤0.01% | 472 |
|
|
2023
Q4 | $292K | Buy |
+3,474
| New | +$292K | ﹤0.01% | 441 |
|
|
2018
Q3 | – | Sell |
-418
| Closed | -$27K | – | 694 |
|
|
2018
Q2 | $27K | Hold |
418
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $26K | Buy |
+418
| New | +$26K | ﹤0.01% | 391 |
|