SkyOak Wealth’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 | $338K | Hold |
3,244
| – | – | 0.07% | 160 |
|
|
2025
Q1 | $354K | Buy |
+3,244
| New | +$354K | 0.08% | 147 |
|
|
2023
Q3 | – | Sell |
-2,531
| Closed | -$223K | – | 258 |
|
|
2023
Q2 | $223K | Hold |
2,531
| – | – | 0.06% | 210 |
|
|
2023
Q1 | $240K | Sell |
2,531
-127
| -5% | -$12K | 0.07% | 192 |
|
|
2022
Q4 | $249K | Hold |
2,658
| – | – | 0.08% | 177 |
|
|
2022
Q3 | $238K | Hold |
2,658
| – | – | 0.09% | 177 |
|
|
2022
Q2 | $268K | Sell |
2,658
-599
| -18% | -$60.4K | 0.09% | 168 |
|
|
2022
Q1 | $325K | Hold |
3,257
| – | – | 0.09% | 166 |
|
|
2021
Q4 | $316K | Hold |
3,257
| – | – | 0.08% | 178 |
|
|
2021
Q3 | $287K | Hold |
3,257
| – | – | 0.08% | 182 |
|
|
2021
Q2 | $290K | Hold |
3,257
| – | – | 0.08% | 173 |
|
|
2021
Q1 | $308K | Hold |
3,257
| – | – | 0.09% | 166 |
|
|
2020
Q4 | $300K | Hold |
3,257
| – | – | 0.09% | 164 |
|
|
2020
Q3 | $316K | Hold |
3,257
| – | – | 0.11% | 148 |
|
|
2020
Q2 | $285K | Hold |
3,257
| – | – | 0.11% | 191 |
|
|
2020
Q1 | $287K | Hold |
3,257
| – | – | 0.15% | 162 |
|
|
2019
Q4 | $300K | Buy |
+3,257
| New | +$300K | 0.09% | 232 |
|