SkyOak Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Hold |
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|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $354K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $300K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $300K | Buy |
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