Accurate Wealth Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,713	Closed	-$359K	–	1457
2022 Q4	$359K	Sell	3,713 -1,277	-26%	-$124K	0.13%	138
2022 Q3	$429K	Buy	4,990 +2,973	+147%	+$256K	0.18%	103
2022 Q2	$202K	Buy	+2,017	New	+$202K	0.11%	148