WealthPLAN Partners’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-23
Closed -$2.03K 1176
2023
Q2
$2.03K Hold
23
﹤0.01% 1074
2023
Q1
$2.18K Buy
+23
New +$2.18K ﹤0.01% 1120
2016
Q3
$2.58K Sell
45
-45
-50% -$2.58K ﹤0.01% 827
2016
Q2
$2.94K Buy
+90
New +$2.94K ﹤0.01% 2149