Mid Atlantic Financial Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$504K Sell
5,715
-3
-0.1% -$265 0.03% 448
2021
Q2
$509K Buy
5,718
+318
+6% +$28.3K 0.03% 458
2021
Q1
$505K Buy
5,400
+3
+0.1% +$281 0.04% 428
2020
Q4
$497K Buy
+5,397
New +$497K 0.04% 402