LifePlan Financial Group’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$393K	Hold	4,060	–	–	0.17%	91
2020 Q2	$356K	Hold	4,060	–	–	0.16%	92
2020 Q1	$358K	Hold	4,060	–	–	0.19%	86
2019 Q4	$374K	Hold	4,060	–	–	0.17%	98
2019 Q3	$386K	Hold	4,060	–	–	0.18%	91
2019 Q2	$338K	Hold	4,060	–	–	0.16%	101
2019 Q1	$321K	Hold	4,060	–	–	0.17%	97
2018 Q4	$281K	Hold	4,060	–	–	0.18%	98
2018 Q3	$271K	Hold	4,060	–	–	0.15%	105
2018 Q2	$262K	Sell	4,060 -485	-11%	-$31.3K	0.15%	105
2018 Q1	$285K	Sell	4,545 -589	-11%	-$36.9K	0.17%	96
2017 Q4	$322K	Hold	5,134	–	–	0.21%	85
2017 Q3	$322K	Buy	5,134 +49	+1%	+$3.07K	0.21%	85
2017 Q2	$312K	Hold	5,085	–	–	0.21%	84
2017 Q1	$308K	Hold	5,085	–	–	0.21%	83
2016 Q4	$298K	Hold	5,085	–	–	0.21%	90
2016 Q3	$304K	Hold	5,085	–	–	0.21%	85
2016 Q2	$332K	Hold	5,085	–	–	0.23%	72
2016 Q1	$305K	Buy	5,085 +85	+2%	+$5.1K	0.22%	72
2015 Q4	$257K	Hold	5,000	–	–	0.18%	78
2015 Q3	$261K	Hold	5,000	–	–	0.19%	77
2015 Q2	$225K	Hold	5,000	–	–	0.15%	86
2015 Q1	$248K	Hold	5,000	–	–	0.16%	66
2014 Q4	$264K	Hold	5,000	–	–	0.18%	63
2014 Q3	$215K	Buy	+5,000	New	+$215K	0.18%	62
2014 Q2	–	Sell	-4,990	Closed	-$232K	–	221
2014 Q1	$232K	Hold	4,990	–	–	0.18%	54
2013 Q4	$206K	Buy	4,990 +1,200	+32%	+$49.5K	0.14%	59
2013 Q3	$153K	Buy	3,790 +3,700	+4,111%	+$149K	0.12%	55
2013 Q2	$4K	Buy	+90	New	+$4K	﹤0.01%	158