True Wealth Design’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9K | Sell |
47
-9
| -16% | -$938 | ﹤0.01% | 810 |
|
|
2025
Q1 | $6.1K | Buy |
56
+46
| +460% | +$5.01K | ﹤0.01% | 618 |
|
|
2024
Q4 | $941 | Buy |
10
+1
| +11% | +$94 | ﹤0.01% | 959 |
|
|
2024
Q3 | $866 | Buy |
9
+1
| +13% | +$96 | ﹤0.01% | 1006 |
|
|
2024
Q2 | $628 | Buy |
8
+1
| +14% | +$79 | ﹤0.01% | 618 |
|
|
2024
Q1 | $575 | Buy |
7
+3
| +75% | +$246 | ﹤0.01% | 597 |
|
|
2023
Q4 | $337 | Hold |
4
| – | – | ﹤0.01% | 586 |
|
|
2023
Q3 | $323 | Hold |
4
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $353 | Hold |
4
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $380 | Sell |
4
-67
| -94% | -$6.37K | ﹤0.01% | 591 |
|
|
2022
Q4 | $6.66K | Buy |
+71
| New | +$6.66K | ﹤0.01% | 238 |
|