Heritage Financial Services’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-269	Closed	-$27K	–	490
2022 Q2	$27K	Buy	+269	New	+$27K	0.02%	214