VWA
Valued Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Hold |
343
| – | – | 0.02% | 110 |
|
|
2025
Q1 | $37.4K | Hold |
343
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $32.3K | Hold |
343
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $33K | Hold |
343
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $26.9K | Hold |
343
| – | – | 0.02% | 107 |
|
|
2024
Q1 | $28.2K | Sell |
343
-3
| -0.9% | -$246 | 0.02% | 100 |
|
|
2023
Q4 | $27.9K | Buy |
+346
| New | +$27.9K | 0.03% | 71 |
|