V Wealth Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $289K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $76K | Buy |
|