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Kaizen Advisory’s WEC Energy WEC Stock Holding History

Kaizen Advisory’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$61K Buy
876
+180
+26% +$12.5K 0.04% 290
2018
Q3 		$46K Hold
696
– – 0.02% 351
2018
Q2 		$45K Buy
696
+386
+125% +$25K 0.02% 355
2018
Q1 		$19K Hold
310
– – 0.02% 346
2017
Q4 		$21K Buy
+310
New +$21K 0.01% 322