KFS
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Kelly Financial Services’s WEC Energy WEC Stock Holding History

Kelly Financial Services’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-427
Closed -$33.5K – 752
2024
Q2 		$33.5K Buy
427
+117
+38% +$9.5K 0.01% 275
2024
Q1 		$25.5K Buy
310
+1
+0.3% +$80 0.01% 299
2023
Q4 		$26K Buy
309
+244
+375% +$20.1K 0.01% 270
2023
Q3 		$5.24K Hold
65
– – ﹤0.01% 452
2023
Q2 		$5.74K Hold
65
– – ﹤0.01% 431
2023
Q1 		$6.16K Hold
65
– – ﹤0.01% 405
2022
Q4 		$6.09K Hold
65
– – ﹤0.01% 379
2022
Q3 		$5.81K Hold
65
– – ﹤0.01% 380
2022
Q2 		$6.54K Hold
65
– – ﹤0.01% 368
2022
Q1 		$6.49K Hold
65
– – ﹤0.01% 394
2021
Q4 		$6.31K Hold
65
– – ﹤0.01% 405
2021
Q3 		$5.73K Sell
65
-5,717
-99% -$536K ﹤0.01% 402
2021
Q2 		$65K Buy
5,782
+5,717
+8,795% +$538K ﹤0.01% 428
2021
Q1 		$6.08K Hold
65
– – ﹤0.01% 376
2020
Q4 		$5.98K Hold
65
– – ﹤0.01% 345
2020
Q3 		$6.3K Hold
65
– – ﹤0.01% 306
2020
Q2 		$5.7K Hold
65
– – ﹤0.01% 320
2020
Q1 		$5.73K Hold
65
– – 0.01% 281
2019
Q4 		$6K Hold
65
– – ﹤0.01% 280
2019
Q3 		$6.18K Hold
65
– – 0.01% 273
2019
Q2 		$5.42K Hold
65
– – ﹤0.01% 282
2019
Q1 		$5.14K Buy
+65
New +$4.82K 0.01% 290

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