Milestone Investment Advisors’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,028	Closed	-$405K	–	434
2023 Q3	$405K	Buy	+5,028	New	+$405K	0.12%	71
2023 Q2	–	Sell	-5,418	Closed	-$514K	–	430
2023 Q1	$514K	Buy	+5,418	New	+$514K	0.16%	55