Trek Financial’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,335
Closed -$278K 125
2019
Q3
$278K Hold
3,335
0.04% 100
2019
Q2
$278K Hold
3,335
0.05% 114
2019
Q1
$264K Hold
3,335
0.05% 94
2018
Q4
$231K Buy
+3,335
New +$231K 0.04% 86