Strategic Financial Services’s WEC Energy WEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-32,325	Closed	-$2.16M	–	145
2018 Q3	$2.16M	Sell	32,325 -1,265	-4%	-$84.3K	0.32%	84
2018 Q2	$2.17M	Buy	33,590 +434	+1%	+$27K	0.33%	81
2018 Q1	$2.08M	Sell	33,156 -162	-0.5%	-$10.1K	0.34%	79
2017 Q4	$2.21M	Sell	33,318 -225	-0.7%	-$15.1K	0.35%	82
2017 Q3	$2.11M	Sell	33,543 -21,078	-39%	-$1.34M	0.35%	86
2017 Q2	$3.35M	Buy	54,621 +135	+0.2%	+$8.34K	0.59%	61
2017 Q1	$3.3M	Buy	54,486 +80	+0.1%	+$4.71K	0.6%	59
2016 Q4	$3.19M	Sell	54,406 -201	-0.4%	-$11.5K	0.61%	57
2016 Q3	$3.27M	Buy	54,607 +345	+0.6%	+$21.5K	0.65%	53
2016 Q2	$3.52M	Sell	54,262 -70	-0.1%	-$4.21K	0.71%	43
2016 Q1	$3.26M	Sell	54,332 -5,775	-10%	-$323K	0.76%	52
2015 Q4	$3.08M	Buy	60,107 +1,744	+3%	+$89K	0.81%	48
2015 Q3	$3.05M	Buy	58,363 +1,795	+3%	+$87.3K	0.85%	42
2015 Q2	$2.54M	Sell	56,568 -760	-1%	-$36.5K	0.71%	69
2015 Q1	$2.84M	Sell	57,328 -525	-0.9%	-$27.5K	0.73%	66
2014 Q4	$3.05M	Buy	57,853 +315	+0.5%	+$15.5K	0.83%	58
2014 Q3	$2.47M	Buy	57,538 +560	+1%	+$24.9K	0.69%	74
2014 Q2	$2.67M	Buy	56,978 +95	+0.2%	+$4.41K	0.74%	67
2014 Q1	$2.65M	Buy	56,883 +3,043	+6%	+$131K	0.78%	66
2013 Q4	$2.23M	Sell	53,840 -940	-2%	-$39K	0.71%	70
2013 Q3	$2.21M	Sell	54,780 -1,400	-2%	-$58.3K	0.74%	66
2013 Q2	$2.3M	Buy	+56,180	New	+$2.38M	0.81%	56