TrinityPoint Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $856K | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $514K | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $462K | Buy |
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|
2019
Q2 | $391K | Buy |
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|
2019
Q1 | $350K | Buy |
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|
2018
Q4 | $274K | Buy |
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