Waldron Private 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	-2,200	Closed	-$209K	–	426
2023 Q1	$209K	Buy	+2,200	New	+$209K	0.01%	386
2016 Q3	–	Sell	-4,242	Closed	-$277K	–	164
2016 Q2	$277K	Buy	+4,242	New	+$277K	0.1%	109