SOUND VIEW WEALTH ADVISORS GROUP, LLC – WEC Energy Group, Inc. Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$286,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | 0.00% | 0 shares | -36K | $89.43 | 3.19K | |
| Q2 2022 | share | Decrease | -0.16% | -5 shares | 3K | $100.64 | 3.19K |
| Q1 2022 | share | Increase | +0.16% | 5 shares | 9K | $99.81 | 3.20K |
| Q4 2021 | share | Decrease | -1.02% | -33 shares | 25K | $97.12 | 3.19K |
| Q3 2021 | share | Increase | +0.65% | 21 shares | 0 | $87.55 | 3.22K |
| Q2 2021 | share | Decrease | -0.65% | -21 shares | -17K | $87.67 | 3.20K |
| Q1 2021 | share | Decrease | -8.08% | -284 shares | -21K | $91.59 | 3.22K |
| Q4 2020 | share | Increase | +20.10% | 588 shares | 40K | $89.35 | 3.51K |
| Q3 2020 | share | 0.00% | 0 shares | 27K | $93.5 | 2.92K | |
| Q2 2020 | share | Increase | +12.76% | 331 shares | 27K | $83.99 | 2.92K |
| Q1 2020 | share | 0.00% | 0 shares | -10K | $83.83 | 2.59K | |
| Q4 2019 | share | Decrease | -11.65% | -342 shares | -40K | $87.18 | 2.59K |
| Q3 2019 | share | Decrease | -3.77% | -115 shares | 25K | $89.29 | 2.93K |
| Q2 2019 | share | Increase | 0.00% | 3.05K shares | 254K | $77.77 | 3.05K |