SPC
Spirepoint Private Client’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Hold |
1,982
| – | – | 0.02% | 226 |
|
2025
Q1 | $216K | Buy |
+1,982
| New | +$216K | 0.03% | 199 |
|
2024
Q3 | – | Sell |
-2,579
| Closed | -$202K | – | 220 |
|
2024
Q2 | $202K | Sell |
2,579
-161
| -6% | -$12.6K | 0.03% | 201 |
|
2024
Q1 | $225K | Buy |
+2,740
| New | +$225K | 0.03% | 185 |
|