Capital Advisory Group Advisory Services’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$10K	–	487
2022 Q1	$10K	Buy	+100	New	+$9.44K	﹤0.01%	373
2021 Q4	–	Sell	-100	Closed	-$9K	–	514
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	407
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	414
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	402
2020 Q4	$9K	Sell	100 -31	-24%	-$3.02K	﹤0.01%	382
2020 Q3	$13K	Sell	131 -25	-16%	-$2.33K	0.01%	298
2020 Q2	$14K	Hold	156	–	–	0.01%	279
2020 Q1	$14K	Buy	+156	New	+$15K	0.02%	201
2019 Q4	–	Sell	-100	Closed	-$10K	–	419
2019 Q3	$10K	Hold	100	–	–	0.01%	286
2019 Q2	$8K	Hold	100	–	–	0.01%	311
2019 Q1	$8K	Hold	100	–	–	0.01%	294
2018 Q4	$7K	Hold	100	–	–	0.01%	279
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	274
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	269
2018 Q1	$6K	Buy	+100	New	+$6.21K	﹤0.01%	263