Fulcrum Equity 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
Q4
Sell
-2,704
Closed -$218K 115
2023
Q3
$218K Buy
2,704
+10
+0.4% +$806 0.26% 91
2023
Q2
$238K Buy
+2,694
New +$238K 0.28% 81