VWA
V Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,769
| Closed | -$244K | – | 369 |
|
|
2023
Q2 | $244K | Buy |
2,769
+102
| +4% | +$9K | 0.04% | 323 |
|
|
2023
Q1 | $253K | Buy |
2,667
+3
| +0.1% | +$284 | 0.05% | 320 |
|
|
2022
Q4 | $250K | Buy |
2,664
+3
| +0.1% | +$281 | 0.05% | 304 |
|
|
2022
Q3 | $238K | Sell |
2,661
-5
| -0.2% | -$447 | 0.05% | 328 |
|
|
2022
Q2 | $268K | Buy |
2,666
+2
| +0.1% | +$201 | 0.05% | 335 |
|
|
2022
Q1 | $265K | Buy |
2,664
+27
| +1% | +$2.69K | 0.04% | 369 |
|
|
2021
Q4 | $256K | Sell |
2,637
-98
| -4% | -$9.51K | 0.04% | 386 |
|
|
2021
Q3 | $241K | Buy |
2,735
+169
| +7% | +$14.9K | 0.04% | 394 |
|
|
2021
Q2 | $228K | Sell |
2,566
-1,126
| -30% | -$100K | 0.04% | 422 |
|
|
2021
Q1 | $345K | Buy |
3,692
+2
| +0.1% | +$187 | 0.06% | 320 |
|
|
2020
Q4 | $339K | Buy |
+3,690
| New | +$339K | 0.07% | 288 |
|
|
2020
Q3 | – | Sell |
-3,573
| Closed | -$313K | – | 350 |
|
|
2020
Q2 | $313K | Sell |
3,573
-1,128
| -24% | -$98.8K | 0.08% | 262 |
|
|
2020
Q1 | $415K | Buy |
4,701
+1,211
| +35% | +$107K | 0.13% | 175 |
|
|
2019
Q4 | $332K | Hold |
3,490
| – | – | 0.12% | 188 |
|
|
2019
Q3 | $332K | Buy |
3,490
+15
| +0.4% | +$1.43K | 0.12% | 189 |
|
|
2019
Q2 | $289K | Buy |
+3,475
| New | +$289K | 0.11% | 195 |
|
|
2017
Q3 | – | Sell |
-1,245
| Closed | -$76K | – | 706 |
|
|
2017
Q2 | $76K | Buy |
+1,245
| New | +$76K | 0.04% | 266 |
|