Sound Income Strategies’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 | $172K | Buy |
1,653
+1,312
| +385% | +$137K | 0.01% | 296 |
|
|
2025
Q1 | $37.2K | Buy |
341
+85
| +33% | +$9.26K | ﹤0.01% | 570 |
|
|
2024
Q4 | $24K | Sell |
256
-15
| -6% | -$1.41K | ﹤0.01% | 641 |
|
|
2024
Q3 | $26.1K | Sell |
271
-92
| -25% | -$8.86K | ﹤0.01% | 582 |
|
|
2024
Q2 | $28.5K | Sell |
363
-12
| -3% | -$941 | ﹤0.01% | 551 |
|
|
2024
Q1 | $30.8K | Buy |
375
+43
| +13% | +$3.53K | ﹤0.01% | 515 |
|
|
2023
Q4 | $27.9K | Sell |
332
-93
| -22% | -$7.82K | ﹤0.01% | 517 |
|
|
2023
Q3 | $34.2K | Sell |
425
-189
| -31% | -$15.2K | ﹤0.01% | 348 |
|
|
2023
Q2 | $54.2K | Sell |
614
-1
| -0.2% | -$88 | 0.01% | 291 |
|
|
2023
Q1 | $58.3K | Buy |
615
+87
| +16% | +$8.25K | 0.01% | 265 |
|
|
2022
Q4 | $49.5K | Sell |
528
-6
| -1% | -$563 | 0.01% | 259 |
|
|
2022
Q3 | $48K | Buy |
534
+19
| +4% | +$1.71K | 0.01% | 242 |
|
|
2022
Q2 | $52K | Buy |
515
+3
| +0.6% | +$303 | 0.01% | 222 |
|
|
2022
Q1 | $51K | Buy |
512
+3
| +0.6% | +$299 | 0.01% | 232 |
|
|
2021
Q4 | $49K | Buy |
509
+3
| +0.6% | +$289 | 0.01% | 231 |
|
|
2021
Q3 | $45K | Sell |
506
-34
| -6% | -$3.02K | 0.01% | 240 |
|
|
2021
Q2 | $48K | Buy |
540
+179
| +50% | +$15.9K | 0.01% | 230 |
|
|
2021
Q1 | $33.8K | Sell |
361
-172
| -32% | -$16.1K | 0.01% | 272 |
|
|
2020
Q4 | $49K | Buy |
533
+3
| +0.6% | +$276 | 0.01% | 208 |
|
|
2020
Q3 | $51K | Buy |
530
+3
| +0.6% | +$289 | 0.01% | 175 |
|
|
2020
Q2 | $46K | Buy |
527
+3
| +0.6% | +$262 | 0.01% | 168 |
|
|
2020
Q1 | $46K | Buy |
524
+429
| +452% | +$37.7K | 0.02% | 137 |
|
|
2019
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $9K | Hold |
95
| – | – | ﹤0.01% | 334 |
|
|
2019
Q2 | $8K | Hold |
95
| – | – | ﹤0.01% | 371 |
|
|
2019
Q1 | $8K | Sell |
95
-601
| -86% | -$50.6K | ﹤0.01% | 378 |
|
|
2018
Q4 | $48K | Hold |
696
| – | – | 0.03% | 134 |
|
|
2018
Q3 | $46K | Buy |
696
+515
| +285% | +$34K | 0.02% | 142 |
|
|
2018
Q2 | $12K | Hold |
181
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $11K | Hold |
181
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $11K | Buy |
+181
| New | +$11K | 0.01% | 214 |
|