WealthShield 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 | $227K | Buy |
+2,179
| New | +$227K | 0.03% | 305 |
|
|
2022
Q2 | – | Sell |
-2,081
| Closed | -$208K | – | 335 |
|
|
2022
Q1 | $208K | Sell |
2,081
-1,138
| -35% | -$114K | 0.03% | 313 |
|
|
2021
Q4 | $312K | Buy |
+3,219
| New | +$312K | 0.05% | 228 |
|
|
2021
Q3 | – | Sell |
-871
| Closed | -$89K | – | 747 |
|
|
2021
Q2 | $89K | Buy |
871
+760
| +685% | +$77.7K | 0.01% | 379 |
|
|
2021
Q1 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 811 |
|