Integrated Wealth Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$297K Buy
2016
Q4
$256K Buy
2016
Q3
$260K Buy
2016
Q2
$283K Buy
2016
Q1
$260K Buy
2015
Q4
$221K Buy
2015
Q3
Sell
2015
Q2
$202K Sell
2015
Q1
$223K Buy