WAG
Wiser Advisor Group’s WEC Energy WEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-111
| Closed | -$12.1K | – | 259 |
|
2025
Q1 | $12.1K | Hold |
111
| – | – | 0.02% | 170 |
|
2024
Q4 | $10.4K | Hold |
111
| – | – | 0.02% | 177 |
|
2024
Q3 | $10.7K | Hold |
111
| – | – | 0.02% | 184 |
|
2024
Q2 | $8.71K | Hold |
111
| – | – | 0.01% | 201 |
|
2024
Q1 | $9.12K | Hold |
111
| – | – | 0.01% | 192 |
|
2023
Q4 | $9.34K | Buy |
+111
| New | +$9.34K | 0.02% | 186 |
|