Optimal Asset Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.21M Buy
2021
Q2
$2.22M Buy
2021
Q1
$2.33M Buy
2020
Q4
$1.8M Sell
2020
Q3
$3.8M Buy
2020
Q2
$1.69M Sell
2020
Q1
$2.92K Buy
2019
Q4
$1.16M Buy