Wealthcare Advisory Partners’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 | $276K | Sell |
2,648
-126
| -5% | -$13.1K | 0.01% | 821 |
|
|
2025
Q1 | $302K | Buy |
2,774
+116
| +4% | +$12.6K | 0.01% | 744 |
|
|
2024
Q4 | $250K | Buy |
2,658
+140
| +6% | +$13.2K | 0.01% | 771 |
|
|
2024
Q3 | $242K | Sell |
2,518
-734
| -23% | -$70.6K | 0.01% | 779 |
|
|
2024
Q2 | $255K | Buy |
+3,252
| New | +$255K | 0.01% | 727 |
|
|
2021
Q2 | – | Sell |
-339
| Closed | -$32K | – | 1864 |
|
|
2021
Q1 | $32K | Buy |
+339
| New | +$32K | ﹤0.01% | 1042 |
|
|
2020
Q2 | – | Sell |
-320
| Closed | -$28K | – | 1357 |
|
|
2020
Q1 | $28K | Buy |
320
+23
| +8% | +$2.01K | ﹤0.01% | 637 |
|
|
2019
Q4 | $27K | Buy |
297
+2
| +0.7% | +$182 | ﹤0.01% | 686 |
|
|
2019
Q3 | $28K | Buy |
295
+1
| +0.3% | +$95 | ﹤0.01% | 669 |
|
|
2019
Q2 | $24K | Buy |
294
+2
| +0.7% | +$163 | ﹤0.01% | 685 |
|
|
2019
Q1 | $23K | Buy |
292
+3
| +1% | +$236 | ﹤0.01% | 629 |
|
|
2018
Q4 | $20K | Buy |
289
+2
| +0.7% | +$138 | ﹤0.01% | 629 |
|
|
2018
Q3 | $19K | Buy |
287
+2
| +0.7% | +$132 | ﹤0.01% | 696 |
|
|
2018
Q2 | $18K | Buy |
285
+20
| +8% | +$1.26K | ﹤0.01% | 703 |
|
|
2018
Q1 | $17K | Sell |
265
-100
| -27% | -$6.42K | ﹤0.01% | 627 |
|
|
2017
Q4 | $24K | Buy |
365
+104
| +40% | +$6.84K | 0.01% | 505 |
|
|
2017
Q3 | $16K | Buy |
261
+260
| +26,000% | +$15.9K | ﹤0.01% | 467 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 143 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 144 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 131 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 136 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 138 |
|