MWM

Minot Wealth Management’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$311K	Hold	4,365	–	–	0.08%	145
2022 Q1	$317K	Hold	4,365	–	–	0.07%	158
2021 Q4	$299K	Buy	4,365 +14	+0.3%	+$959	0.06%	163
2021 Q3	$270K	Buy	+4,351	New	+$270K	0.06%	167