NinePointTwo Capital’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,633
Closed -$212K 289
2023
Q3
$212K Hold
2,633
0.09% 195
2023
Q2
$232K Hold
2,633
0.09% 168
2023
Q1
$249K Hold
2,633
0.09% 136
2022
Q4
$246K Buy
+2,633
New +$246K 0.1% 65