WR Wealth Planners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.2K | Sell |
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|
2024
Q3 | $13.8K | Buy |
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|
2024
Q2 | $10.5K | Buy |
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|
2024
Q1 | $9.77K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.86K | Hold |
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|
2023
Q2 | $9.71K | Hold |
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|
2023
Q1 | $10.4K | Hold |
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|
2022
Q4 | $10.3K | Hold |
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|
2022
Q3 | $9.84K | Hold |
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|
2022
Q2 | $11.1K | Hold |
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|
2022
Q1 | $11K | Buy |
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