TLFA
True Link Financial Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27
| Closed | -$3K | – | 281 |
|
|
2021
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 683 |
|