SFP
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Sterling Financial Planning’s WEC Energy WEC Stock Holding History

Sterling Financial Planning’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-112
Closed -$10K – 400
2021
Q3 		$10K Hold
112
– – 0.01% 323
2021
Q2 		$10K Hold
112
– – 0.01% 300
2021
Q1 		$10K Hold
112
– – 0.01% 280
2020
Q4 		$10K Buy
+112
New +$10K 0.01% 266