Alera Investment Advisors’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,100
Closed -$203K 90
2020
Q3
$203K Buy
+2,100
New +$203K 0.08% 79
2019
Q2
Sell
-62
Closed -$5K 1007
2019
Q1
$5K Sell
62
-5,687
-99% -$459K ﹤0.01% 657
2018
Q4
$398K Buy
+5,749
New +$398K 0.24% 52