Smith Shellnut Wilson’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,975
Closed -$250K 128
2017
Q3
$250K Sell
3,975
-146
-4% -$9.18K 0.22% 107
2017
Q2
$269K Hold
4,121
0.28% 91
2017
Q1
$250K Hold
4,121
0.23% 106
2016
Q4
$242K Buy
+4,121
New +$242K 0.23% 108