TSWM
Triangle Securities Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
7,777
-45
| -0.6% | -$4.69K | 0.2% | 115 |
|
|
2025
Q1 | $852K | Buy |
7,822
+459
| +6% | +$50K | 0.22% | 115 |
|
|
2024
Q4 | $692K | Sell |
7,363
-209
| -3% | -$19.7K | 0.18% | 130 |
|
|
2024
Q3 | $728K | Sell |
7,572
-26
| -0.3% | -$2.5K | 0.19% | 129 |
|
|
2024
Q2 | $596K | Buy |
7,598
+1,795
| +31% | +$141K | 0.17% | 137 |
|
|
2024
Q1 | $477K | Buy |
+5,803
| New | +$477K | 0.14% | 147 |
|
|
2013
Q3 | – | Sell |
-600
| Closed | -$25K | – | 381 |
|
|
2013
Q2 | $25K | Buy |
+600
| New | +$25K | 0.02% | 349 |
|