Elm Advisors’s WEC Energy WEC Stock Holding History

Elm Advisors’s Portfolio WEC Stock Details WEC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$614K	Hold
2021 Q3	$558K	Sell
2021 Q2	$578K	Hold
2021 Q1	$609K	Hold
2020 Q4	$598K	Sell
2020 Q3	$715K	Hold
2020 Q2	$647K	Sell
2020 Q1	$657K	Hold
2019 Q4	$688K	Sell
2019 Q3	$719K	Hold
2019 Q2	$630K	Hold
2019 Q1	$598K	Buy
2018 Q4	$477K	Hold
2018 Q3	$459K	Sell
2018 Q2	$452K	Hold
2018 Q1	$438K	Hold
2017 Q4	$465K	Sell
2017 Q3	$448K	Hold
2017 Q2	$438K	Sell
2017 Q1	$439K	Hold
2016 Q4	$424K	Hold
2016 Q3	$433K	Hold
2016 Q2	$473K	Sell
2016 Q1	$444K	Hold
2015 Q4	$379K	Hold
2015 Q3	$386K	Sell
2015 Q2	$332K	Buy
2015 Q1	$322K	Sell
2014 Q4	$354K	Hold
2014 Q3	$289K	Hold
2014 Q2	$315K	Sell
2014 Q1	$322K	Hold
2013 Q4	$286K	Buy