YORKBRIDGE WEALTH PARTNERS, LLC – WEC Energy Group, Inc. Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$234,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, 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 | Increase | +1.87% | 48 shares | -24K | $89.43 | 2.61K |
| Q2 2022 | share | 0.00% | 0 shares | 2K | $100.64 | 2.56K | |
| Q1 2022 | share | 0.00% | 0 shares | 7K | $99.81 | 2.56K | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $97.12 | 2.56K | |
| Q3 2021 | share | Decrease | -47.43% | -2.31K shares | -208K | $87.55 | 2.56K |
| Q2 2021 | share | Decrease | -19.75% | -1.20K shares | -135K | $87.67 | 4.87K |
| Q1 2021 | share | Increase | +15.55% | 818 shares | 85K | $91.59 | 6.08K |
| Q4 2020 | share | Increase | +2.57% | 132 shares | -13K | $89.35 | 5.26K |
| Q3 2020 | share | Increase | +0.75% | 38 shares | 51K | $93.5 | 5.13K |
| Q2 2020 | share | Decrease | -1.62% | -84 shares | -10K | $83.99 | 5.09K |
| Q1 2020 | share | Increase | +0.56% | 29 shares | -19K | $83.83 | 5.17K |
| Q4 2019 | share | Increase | +2.76% | 138 shares | -1K | $87.18 | 5.14K |
| Q3 2019 | share | Decrease | -29.00% | -2.04K shares | -112K | $89.29 | 5.00K |
| Q2 2019 | share | Decrease | -0.31% | -22 shares | 28K | $77.77 | 7.05K |
| Q1 2019 | share | Decrease | -1.06% | -76 shares | 65K | $73.23 | 7.07K |
| Q4 2018 | share | Decrease | -0.04% | -3 shares | 18K | $63.63 | 7.15K |
| Q3 2018 | share | Decrease | -1.46% | -106 shares | 8K | $60.85 | 7.15K |
| Q2 2018 | share | Increase | +8.55% | 572 shares | 57K | $58.45 | 7.26K |
| Q1 2018 | share | Increase | +7.21% | 450 shares | 30K | $56.18 | 6.69K |
| Q4 2017 | share | Increase | +41.37% | 1.82K shares | 105K | $58.99 | 6.24K |
| Q3 2017 | share | Decrease | -3.62% | -166 shares | -3K | $55.33 | 4.41K |
| Q2 2017 | share | Decrease | -2.05% | -96 shares | -4K | $53.66 | 4.58K |
| Q1 2017 | share | Decrease | -4.90% | -241 shares | 6K | $52.56 | 4.67K |
| Q4 2016 | share | Increase | 0.00% | 4.91K shares | 278K | $50.38 | 4.91K |