West Branch Capital’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,032
Closed -$103K 460
2022
Q1
$103K Hold
1,032
0.05% 128
2021
Q4
$100K Hold
1,032
0.04% 141
2021
Q3
$91K Hold
1,032
0.04% 143
2021
Q2
$92K Buy
+1,032
New +$92K 0.05% 146