Ethos Financial Group’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,259	Closed	-$343K	–	299
2023 Q3	$343K	Sell	4,259 -88	-2%	-$7.09K	0.09%	121
2023 Q2	$412K	Hold	4,347	–	–	0.14%	82
2023 Q1	$412K	Sell	4,347 -32	-0.7%	-$3.03K	0.13%	98
2022 Q4	$411K	Buy	+4,379	New	+$411K	0.14%	86