Smartleaf Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
1,797
-128
| -7% | -$13.2K | 0.02% | 602 |
|
|
2025
Q1 | $207K | Sell |
1,925
-95
| -5% | -$10.2K | 0.02% | 557 |
|
|
2024
Q4 | $190K | Buy |
2,020
+352
| +21% | +$33.2K | 0.02% | 560 |
|
|
2024
Q3 | $159K | Buy |
1,668
+351
| +27% | +$33.4K | 0.02% | 567 |
|
|
2024
Q2 | $103K | Sell |
1,317
-1,226
| -48% | -$96.2K | 0.02% | 568 |
|
|
2024
Q1 | $206K | Buy |
2,543
+352
| +16% | +$28.6K | 0.04% | 349 |
|
|
2023
Q4 | $184K | Buy |
+2,191
| New | +$184K | 0.05% | 328 |
|