SYM Financial Corp’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 | $555K | Buy |
5,327
+143
| +3% | +$14.9K | 0.06% | 113 |
|
|
2025
Q1 | $565K | Buy |
5,184
+125
| +2% | +$13.6K | 0.07% | 91 |
|
|
2024
Q4 | $476K | Sell |
5,059
-32
| -0.6% | -$3.01K | 0.06% | 99 |
|
|
2024
Q3 | $490K | Buy |
5,091
+188
| +4% | +$18.1K | 0.07% | 73 |
|
|
2024
Q2 | $385K | Buy |
+4,903
| New | +$385K | 0.06% | 73 |
|