Realta 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
2020
Q1
Sell
-1,266
Closed -$110K 1395
2019
Q4
$110K Sell
1,266
-154
-11% -$13.4K 0.03% 474
2019
Q3
$136K Sell
1,420
-224
-14% -$21.5K 0.04% 424
2019
Q2
$137K Buy
1,644
+254
+18% +$21.2K 0.04% 419
2019
Q1
$110K Buy
+1,390
New +$110K 0.05% 377