WR Wealth Planners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.2K | Sell |
34
-110
| -76% | -$10.3K | ﹤0.01% | 777 |
|
|
2024
Q3 | $13.9K | Buy |
144
+10
| +7% | +$962 | ﹤0.01% | 578 |
|
|
2024
Q2 | $10.5K | Buy |
134
+15
| +13% | +$1.18K | ﹤0.01% | 581 |
|
|
2024
Q1 | $9.77K | Buy |
+119
| New | +$9.77K | ﹤0.01% | 606 |
|
|
2023
Q4 | – | Sell |
-110
| Closed | -$8.86K | – | 859 |
|
|
2023
Q3 | $8.86K | Hold |
110
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $9.71K | Hold |
110
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $10.4K | Hold |
110
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $10.3K | Hold |
110
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $9.84K | Hold |
110
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $11.1K | Hold |
110
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $11K | Buy |
+110
| New | +$11K | 0.01% | 288 |
|