Institutional & Family Asset Management’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-19	Closed	-$2K	–	979
2021 Q2	$2K	Sell	19 -25	-57%	-$2.35K	﹤0.01%	848
2021 Q1	$4K	Sell	44 -18	-29%	-$1.57K	﹤0.01%	735
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	627
2020 Q3	$6K	Hold	62	–	–	﹤0.01%	570
2020 Q2	$5K	Buy	62 +18	+41%	+$1.62K	﹤0.01%	586
2020 Q1	$4K	Sell	44 -111	-72%	-$10.7K	﹤0.01%	574
2019 Q4	$14K	Sell	155 -197	-56%	-$18K	﹤0.01%	475
2019 Q3	$33K	Sell	352 -58	-14%	-$5.23K	0.01%	341
2019 Q2	$34K	Hold	410	–	–	0.01%	354
2019 Q1	$32K	Sell	410 -864	-68%	-$64.1K	0.01%	374
2018 Q4	$88K	Buy	1,274 +1,164	+1,058%	+$81.7K	0.02%	243
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	582
2018 Q2	$7K	Hold	110	–	–	﹤0.01%	582
2018 Q1	$7K	Buy	+110	New	+$6.83K	﹤0.01%	562