TLA
Tanglewood Legacy Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Hold |
600
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $65.4K | Hold |
600
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $56.4K | Hold |
600
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $57.7K | Hold |
600
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $47.1K | Hold |
600
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $49.3K | Sell |
600
-136
| -18% | -$11.2K | 0.02% | 165 |
|
|
2023
Q4 | $61.9K | Hold |
736
| – | – | 0.03% | 135 |
|
|
2023
Q3 | $59.3K | Hold |
736
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $64.9K | Buy |
736
+136
| +23% | +$12K | 0.04% | 139 |
|
|
2023
Q1 | $56.9K | Hold |
600
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $56.3K | Buy |
+600
| New | +$56.3K | 0.04% | 122 |
|