True Wealth Design’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
Q3 | $10.2K | Buy |
|
|||||
|
2025
Q2 | $4.9K | Sell |
|
|||||
|
2025
Q1 | $6.1K | Buy |
|
|||||
|
2024
Q4 | $941 | Buy |
|
|||||
|
2024
Q3 | $866 | Buy |
|
|||||
|
2024
Q2 | $628 | Buy |
|
|||||
|
2024
Q1 | $575 | Buy |
|
|||||
|
2023
Q4 | $337 | Hold |
|
|||||
|
2023
Q3 | $323 | Hold |
|
|||||
|
2023
Q2 | $353 | Hold |
|
|||||
|
2023
Q1 | $380 | Sell |
|
|||||
|
2022
Q4 | $6.66K | Buy |
|