Security National Trust’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$64K	Hold	725	–	–	0.01%	245
2021 Q2	$64K	Buy	725 +300	+71%	+$26.5K	0.01%	254
2021 Q1	$40K	Buy	425 +40	+10%	+$3.77K	0.01%	283
2020 Q4	$35K	Hold	385	–	–	0.01%	284
2020 Q3	$37K	Hold	385	–	–	0.01%	272
2020 Q2	$34K	Sell	385 -44	-10%	-$3.89K	0.01%	281
2020 Q1	$38K	Buy	429 +44	+11%	+$3.9K	0.01%	261
2019 Q4	$36K	Hold	385	–	–	0.01%	274
2019 Q3	$37K	Hold	385	–	–	0.01%	262
2019 Q2	$32K	Hold	385	–	–	0.01%	268
2019 Q1	$30K	Hold	385	–	–	0.01%	272
2018 Q4	$27K	Hold	385	–	–	0.01%	267
2018 Q3	$26K	Hold	385	–	–	0.01%	288
2018 Q2	$25K	Hold	385	–	–	0.01%	299
2018 Q1	$24K	Sell	385 -415	-52%	-$25.9K	0.01%	296
2017 Q4	$53K	Hold	800	–	–	0.02%	260
2017 Q3	$50K	Sell	800 -200	-20%	-$12.5K	0.02%	265
2017 Q2	$61K	Hold	1,000	–	–	0.02%	261
2017 Q1	$61K	Hold	1,000	–	–	0.02%	258
2016 Q4	$59K	Hold	1,000	–	–	0.02%	257
2016 Q3	$60K	Hold	1,000	–	–	0.02%	257
2016 Q2	$65K	Hold	1,000	–	–	0.02%	247
2016 Q1	$60K	Hold	1,000	–	–	0.02%	250
2015 Q4	$51K	Hold	1,000	–	–	0.02%	261
2015 Q3	$52K	Buy	+1,000	New	+$52K	0.02%	265
2015 Q2	–	Sell	-1,000	Closed	-$50K	–	481
2015 Q1	$50K	Hold	1,000	–	–	0.02%	283
2014 Q4	$53K	Hold	1,000	–	–	0.02%	271
2014 Q3	$43K	Hold	1,000	–	–	0.02%	289
2014 Q2	$47K	Hold	1,000	–	–	0.02%	285
2014 Q1	$47K	Hold	1,000	–	–	0.02%	288
2013 Q4	$41K	Hold	1,000	–	–	0.02%	293
2013 Q3	$40K	Sell	1,000 -715	-42%	-$28.6K	0.02%	282
2013 Q2	$70K	Buy	+1,715	New	+$70K	0.03%	232