Signature Wealth Management Group’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-41,699	Closed	-$3.51M	–	105
2023 Q4	$3.51M	Buy	+41,699	New	+$3.43M	1.62%	27
2023 Q2	$3.57M	Buy	40,506 +1,671	+4%	+$154K	1.66%	24
2023 Q1	$3.68M	Buy	38,835 +2,447	+7%	+$227K	1.75%	24
2022 Q4	$3.41M	Buy	36,388 +908	+3%	+$83.9K	1.67%	28
2022 Q3	$3.17M	Sell	35,480 -3,152	-8%	-$322K	1.61%	30
2022 Q2	$3.89M	Sell	38,632 -647	-2%	-$65.6K	1.89%	17
2022 Q1	$3.92M	Buy	39,279 +3,690	+10%	+$348K	1.76%	18
2021 Q4	$3.46M	Buy	35,589 +172	+0.5%	+$15.7K	1.74%	24
2021 Q3	$3.12M	Sell	35,417 -179	-0.5%	-$16.8K	1.74%	32
2021 Q2	$3.17M	Sell	35,596 -661	-2%	-$62.3K	1.76%	33
2021 Q1	$3.39M	Buy	36,257 +7,493	+26%	+$653K	2%	14
2020 Q4	$2.65M	Buy	28,764 +32	+0.1%	+$3.11K	1.67%	34
2020 Q3	$2.78M	Buy	+28,732	New	+$2.68M	2%	25
2019 Q1	–	Sell	-43,691	Closed	-$3.03M	–	77
2018 Q4	$3.03M	Sell	43,691 -11,594	-21%	-$814K	2.35%	14
2018 Q3	$3.86M	Sell	55,285 -1,547	-3%	-$103K	2.86%	4
2018 Q2	$3.67M	Buy	56,832 +263	+0.5%	+$16.3K	2.72%	7
2018 Q1	$3.55M	Buy	56,569 +5	+0%	+$310	2.74%	5
2017 Q4	$3.76M	Buy	+56,564	New	+$3.8M	2.76%	6