FORVIS WEALTH ADVISORS, LLC – WEC Energy Group, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$749,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.14%
quarter
WEC Energy Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.01% | -1 shares | -94K | $89.43 | 8.37K |
| Q2 2022 | share | Increase | 0.00% | 8.37K shares | 843K | $100.64 | 8.37K |
| Q1 2021 | share | Decrease | -100.00% | -2.49K shares | -229K | $91.59 | 0 |
| Q4 2020 | share | Decrease | -1.70% | -43 shares | -17K | $89.35 | 2.49K |
| Q3 2020 | share | Decrease | -1.74% | -45 shares | 20K | $93.5 | 2.53K |
| Q2 2020 | share | Increase | +0.16% | 4 shares | -1K | $83.99 | 2.58K |
| Q1 2020 | share | Increase | +4.97% | 122 shares | 1K | $83.83 | 2.57K |
| Q4 2019 | share | Increase | 0.00% | 2.45K shares | 226K | $87.18 | 2.45K |
| Q2 2017 | share | Decrease | -100.00% | -5.74K shares | -348K | $53.66 | 0 |
| Q1 2017 | share | Increase | +9.47% | 497 shares | 40K | $52.56 | 5.74K |
| Q4 2016 | share | Increase | 0.00% | 5.25K shares | 308K | $50.38 | 5.25K |