Morton Brown Family Wealth’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9
Closed -$853 294
2023
Q1
$853 Buy
+9
New +$853 ﹤0.01% 274
2022
Q3
Sell
-48
Closed -$5K 338
2022
Q2
$5K Buy
+48
New +$5K ﹤0.01% 154