Goodwin Investment Advisory’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-100
Closed -$10K 263
2021
Q4
$10K Hold
100
0.01% 124
2021
Q3
$9K Sell
100
-336
-77% -$30.2K 0.01% 114
2021
Q2
$39K Hold
436
0.04% 84
2021
Q1
$41K Buy
+436
New +$41K 0.05% 85