Sound Income Strategies’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 | $215K | Buy |
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|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $37.2K | Buy |
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|
2024
Q4 | $24K | Sell |
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|
2024
Q3 | $26.1K | Sell |
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|
2024
Q2 | $28.5K | Sell |
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|
2024
Q1 | $30.8K | Buy |
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|
2023
Q4 | $27.9K | Sell |
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|
2023
Q3 | $34.2K | Sell |
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|
2023
Q2 | $54.2K | Sell |
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|
2023
Q1 | $58.3K | Buy |
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|
2022
Q4 | $49.5K | Sell |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $33.8K | Sell |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $51K | Buy |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $11K | Buy |
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