FOUNDATIONS INVESTMENT ADVISORS, LLC – WEC Energy Group, Inc. Transaction History
FOUNDATIONS INVESTMENT ADVISORS, LLC portfolio value:
$611,000
portfolio value
FOUNDATIONS INVESTMENT 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 | Increase | +1.18% | 80 shares | -73K | $89.43 | 6.83K |
| Q2 2022 | share | 0.00% | 0 shares | -13K | $100.64 | 6.75K | |
| Q1 2022 | share | Increase | +0.27% | 18 shares | 52K | $99.81 | 6.75K |
| Q4 2021 | share | Decrease | -2.46% | -170 shares | 31K | $97.12 | 6.74K |
| Q3 2021 | share | Increase | +2.74% | 184 shares | -4K | $87.55 | 6.91K |
| Q2 2021 | share | Decrease | -5.48% | -390 shares | -47K | $87.67 | 6.72K |
| Q1 2021 | share | Increase | +44.55% | 2.19K shares | 232K | $91.59 | 7.11K |
| Q4 2020 | share | Decrease | -3.73% | -191 shares | -67K | $89.35 | 4.92K |
| Q3 2020 | share | Increase | 0.00% | 5.11K shares | 500K | $93.5 | 5.11K |