Significant 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
2024
Q4
Sell
-2,365
Closed -$227K 124
2024
Q3
$227K Buy
+2,365
New +$227K 0.12% 67
2024
Q1
Sell
-4,357
Closed -$367K 200
2023
Q4
$367K Buy
+4,357
New +$367K 0.27% 101