EisnerAmper Wealth Management Corporate Benefits’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-14,510
Closed -$758K 76
2015
Q3
$758K Buy
14,510
+936
+7% +$48.9K 0.53% 35
2015
Q2
$610K Sell
13,574
-1,879
-12% -$84.4K 0.47% 43
2015
Q1
$765K Buy
15,453
+650
+4% +$32.2K 0.58% 27
2014
Q4
$780K Buy
+14,803
New +$780K 0.62% 25