SWA
Stratos Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,426
| Closed | -$446K | – | 767 |
|
|
2024
Q1 | $446K | Sell |
5,426
-16
| -0.3% | -$1.31K | 0.03% | 483 |
|
|
2023
Q4 | $458K | Sell |
5,442
-1,571
| -22% | -$132K | 0.03% | 476 |
|
|
2023
Q3 | $565K | Sell |
7,013
-159
| -2% | -$12.8K | 0.04% | 408 |
|
|
2023
Q2 | $633K | Sell |
7,172
-429
| -6% | -$37.9K | 0.04% | 388 |
|
|
2023
Q1 | $721K | Buy |
7,601
+50
| +0.7% | +$4.74K | 0.06% | 350 |
|
|
2022
Q4 | $708K | Sell |
7,551
-552
| -7% | -$51.8K | 0.06% | 338 |
|
|
2022
Q3 | $725K | Sell |
8,103
-1,616
| -17% | -$145K | 0.08% | 293 |
|
|
2022
Q2 | $978K | Buy |
9,719
+1,294
| +15% | +$130K | 0.09% | 278 |
|
|
2022
Q1 | $841K | Buy |
8,425
+22
| +0.3% | +$2.2K | 0.07% | 297 |
|
|
2021
Q4 | $816K | Buy |
8,403
+39
| +0.5% | +$3.79K | 0.06% | 314 |
|
|
2021
Q3 | $738K | Buy |
+8,364
| New | +$738K | 0.06% | 299 |
|