Tanglewood Legacy Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Hold |
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|
2025
Q1 | $65.4K | Hold |
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|
2024
Q4 | $56.4K | Hold |
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|
2024
Q3 | $57.7K | Hold |
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|
2024
Q2 | $47.1K | Hold |
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|
2024
Q1 | $49.3K | Sell |
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|
2023
Q4 | $61.9K | Hold |
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|
2023
Q3 | $59.3K | Hold |
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|
2023
Q2 | $64.9K | Buy |
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|
2023
Q1 | $56.9K | Hold |
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|
2022
Q4 | $56.3K | Buy |
|