MPS LORIA FINANCIAL PLANNERS, LLC – WEC Energy Group, Inc. Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$575,000
portfolio value
MPS LORIA FINANCIAL PLANNERS, 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 | -3.02% | -200 shares | -91K | $89.43 | 6.42K |
Q2 2022 | share | Increase | +0.33% | 22 shares | 7K | $100.64 | 6.62K |
Q1 2022 | share | Increase | +0.40% | 26 shares | 21K | $99.81 | 6.60K |
Q4 2021 | share | Increase | +0.35% | 23 shares | 60K | $97.12 | 6.57K |
Q3 2021 | share | Increase | +0.34% | 22 shares | -3K | $87.55 | 6.55K |
Q2 2021 | share | Increase | +0.32% | 21 shares | -28K | $87.67 | 6.53K |
Q1 2021 | share | Decrease | -2.00% | -133 shares | 8K | $91.59 | 6.51K |
Q4 2020 | share | Increase | +114.77% | 3.55K shares | 301K | $89.35 | 6.64K |
Q3 2020 | share | Increase | +0.68% | 21 shares | 31K | $93.5 | 3.09K |
Q2 2020 | share | Increase | +0.69% | 21 shares | 0 | $83.99 | 3.07K |
Q1 2020 | share | Increase | +0.63% | 19 shares | -10K | $83.83 | 3.05K |
Q4 2019 | share | Increase | +0.66% | 20 shares | -7K | $87.18 | 3.03K |
Q3 2019 | share | Increase | +0.60% | 18 shares | 37K | $89.29 | 3.01K |
Q2 2019 | share | Decrease | -18.50% | -680 shares | -42K | $77.77 | 2.99K |
Q1 2019 | share | Decrease | -0.30% | -11 shares | 36K | $73.23 | 3.67K |
Q4 2018 | share | Increase | +0.71% | 26 shares | 11K | $63.63 | 3.68K |
Q3 2018 | share | Increase | 0.00% | 3.66K shares | 244K | $60.85 | 3.66K |
Q2 2018 | share | Decrease | -100.00% | -3.59K shares | -226K | $58.45 | 0 |
Q1 2018 | share | Increase | +0.93% | 33 shares | -11K | $56.18 | 3.59K |
Q4 2017 | share | Increase | +0.76% | 27 shares | 15K | $58.99 | 3.56K |
Q3 2017 | share | Increase | +0.80% | 28 shares | -4K | $55.33 | 3.53K |
Q2 2017 | share | Increase | 0.00% | 3.51K shares | 226K | $53.66 | 3.51K |