INDEPENDENT ADVISOR ALLIANCE – WEC Energy Group, Inc. Transaction History
INDEPENDENT ADVISOR ALLIANCE portfolio value:
$1.17M
portfolio value
INDEPENDENT ADVISOR ALLIANCE 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 | +12.62% | 1.46K shares | 1K | $89.43 | 13.11K |
| Q2 2022 | share | Increase | +4.99% | 553 shares | 65K | $100.64 | 11.64K |
| Q1 2022 | share | Increase | +0.85% | 94 shares | 40K | $99.81 | 11.09K |
| Q4 2021 | share | Decrease | -0.21% | -23 shares | 95K | $97.12 | 10.99K |
| Q3 2021 | share | Increase | +3.15% | 337 shares | 22K | $87.55 | 11.01K |
| Q2 2021 | share | Increase | +11.60% | 1.11K shares | 54K | $87.67 | 10.68K |
| Q1 2021 | share | Decrease | -4.01% | -400 shares | -22K | $91.59 | 9.57K |
| Q4 2020 | share | Increase | +14.27% | 1.24K shares | 72K | $89.35 | 9.97K |
| Q3 2020 | share | Decrease | -2.42% | -216 shares | 62K | $93.5 | 8.72K |
| Q2 2020 | share | Decrease | -36.38% | -5.11K shares | -455K | $83.99 | 8.94K |
| Q1 2020 | share | Increase | +2.66% | 364 shares | -24K | $83.83 | 14.05K |
| Q4 2019 | share | Decrease | -3.67% | -521 shares | -89K | $87.18 | 13.69K |
| Q3 2019 | share | Increase | +1.84% | 257 shares | 188K | $89.29 | 14.21K |
| Q2 2019 | share | Increase | +11.11% | 1.39K shares | 171K | $77.77 | 13.95K |
| Q1 2019 | share | Increase | +25.00% | 2.51K shares | 297K | $73.23 | 12.56K |
| Q4 2018 | share | Increase | +13.09% | 1.16K shares | 118K | $63.63 | 10.04K |
| Q3 2018 | share | Increase | +4.60% | 391 shares | 40K | $60.85 | 8.88K |
| Q2 2018 | share | Decrease | -1.05% | -90 shares | 3K | $58.45 | 8.49K |
| Q1 2018 | share | Increase | +4.05% | 334 shares | -5K | $56.18 | 8.58K |
| Q4 2017 | share | Increase | 0.00% | 8.25K shares | 540K | $58.99 | 8.25K |