Valley Wealth Managers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$3.14K | – | 459 |
|
|
2024
Q2 | $3.14K | Buy |
+40
| New | +$3.14K | ﹤0.01% | 321 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$7.03K | – | 477 |
|
|
2022
Q4 | $7.03K | Hold |
75
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 344 |
|