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Mariner Wealth Advisors (Cincinnati)’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,126
Closed -$267K 311
2018
Q2
$267K Buy
4,126
+243
+6% +$15.7K 0.02% 259
2018
Q1
$243K Buy
+3,883
New +$243K 0.01% 254