Holistic Financial Partners’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-121
Closed -$8K 369
2018
Q1
$8K Hold
121
0.01% 341
2017
Q4
$8K Buy
+121
New +$8K 0.01% 350