Woodward Diversified Capital’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,947
Closed -$276K 148
2022
Q4
$276K Sell
2,947
-2,683
-48% -$252K 0.22% 107
2022
Q3
$503K Sell
5,630
-238
-4% -$21.3K 0.41% 57
2022
Q2
$591K Buy
+5,868
New +$591K 0.45% 54