MWM
Minot Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,662
| Closed | -$337K | – | 210 |
|
|
2020
Q4 | $337K | Hold |
3,662
| – | – | 0.1% | 117 |
|
|
2020
Q3 | $355K | Buy |
3,662
+1,079
| +42% | +$105K | 0.13% | 106 |
|
|
2020
Q2 | $226K | Sell |
2,583
-294
| -10% | -$25.7K | 0.11% | 102 |
|
|
2020
Q1 | $254K | Sell |
2,877
-1,485
| -34% | -$131K | 0.18% | 92 |
|
|
2019
Q4 | $428K | Buy |
+4,362
| New | +$428K | 0.2% | 91 |
|