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Sound Financial Strategies Group’s WEC Energy WEC Stock Holding History

Sound Financial Strategies Group’s Portfolio WEC Stock Details WEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,879
Closed -$550K – 111
2021
Q1 		$550K Sell
5,879
-58
-1% -$5.43K 0.28% 67
2020
Q4 		$546K Buy
+5,937
New +$546K 0.3% 66