JSF Financial’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,454	Closed	-$667K	–	128
2022 Q3	$667K	Buy	7,454 +266	+4%	+$23.8K	0.25%	45
2022 Q2	$723K	Buy	7,188 +485	+7%	+$48.8K	0.33%	45
2022 Q1	$669K	Buy	+6,703	New	+$669K	0.28%	46