Tradition Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,120
| Closed | -$94K | – | 1186 |
|
|
2023
Q4 | $94K | Sell |
1,120
-36
| -3% | -$3.02K | 0.01% | 489 |
|
|
2023
Q3 | $93K | Buy |
1,156
+6
| +0.5% | +$483 | 0.01% | 457 |
|
|
2023
Q2 | $102K | Buy |
1,150
+74
| +7% | +$6.56K | 0.01% | 456 |
|
|
2023
Q1 | $102K | Sell |
1,076
-1
| -0.1% | -$95 | 0.01% | 440 |
|
|
2022
Q4 | $101K | Buy |
1,077
+12
| +1% | +$1.13K | 0.01% | 375 |
|
|
2022
Q3 | $95K | Buy |
+1,065
| New | +$95K | 0.01% | 371 |
|