Sugarloaf Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52K | Hold |
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|
2024
Q3 | $53.2K | Hold |
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|
2024
Q2 | $43.4K | Hold |
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|
2024
Q1 | $45.4K | Hold |
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|
2023
Q4 | $46.5K | Hold |
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|
2023
Q3 | $44.5K | Hold |
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|
2023
Q2 | $48.8K | Hold |
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|
2023
Q1 | $52.4K | Hold |
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|
2022
Q4 | $51.8K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $52 | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $54K | Sell |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $75K | Buy |
|