Polaris Wealth Advisory Group’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-200
Closed -$13K 466
2018
Q3
$13K Buy
+200
New +$13K ﹤0.01% 379
2016
Q1
Sell
-8,730
Closed -$448K 150
2015
Q4
$448K Buy
+8,730
New +$448K 0.07% 89