CALTON & ASSOCIATES, INC. – Duke Energy Corporation Transaction History
CALTON & ASSOCIATES, INC. portfolio value:
$310,000
portfolio value
CALTON & ASSOCIATES, INC. quarter portfolio value change:
-13.24%
quarter
Duke Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.97% | -102 shares | -58K | $93.02 | 3.33K |
| Q2 2022 | share | Decrease | -22.30% | -987 shares | -126K | $107.21 | 3.43K |
| Q1 2022 | share | Increase | +5.21% | 219 shares | 53K | $111.66 | 4.42K |
| Q4 2021 | share | Decrease | -16.66% | -841 shares | -51K | $104.79 | 4.20K |
| Q3 2021 | share | Decrease | -15.98% | -960 shares | -102K | $96.65 | 5.04K |
| Q2 2021 | share | Increase | +3.68% | 213 shares | 35K | $96.87 | 6.00K |
| Q1 2021 | share | Decrease | -1.73% | -102 shares | 19K | $93.84 | 5.79K |
| Q4 2020 | share | Decrease | -2.22% | -134 shares | 6K | $88.07 | 5.89K |
| Q3 2020 | share | Increase | +1.24% | 74 shares | 58K | $84.32 | 6.03K |
| Q2 2020 | share | Decrease | -6.67% | -426 shares | -40K | $75.19 | 5.95K |
| Q1 2020 | share | Increase | +9.41% | 549 shares | -16K | $75.26 | 6.38K |
| Q4 2019 | share | Increase | +26.20% | 1.21K shares | 89K | $84.07 | 5.83K |
| Q3 2019 | share | Increase | +28.92% | 1.03K shares | 126K | $87.42 | 4.62K |
| Q2 2019 | share | Increase | +53.51% | 1.25K shares | 107K | $79.63 | 3.58K |
| Q1 2019 | share | Increase | 0.00% | 2.33K shares | 210K | $80.36 | 2.33K |
| Q1 2018 | share | Decrease | -100.00% | -3.60K shares | -280K | $66.16 | 0 |
| Q4 2017 | share | Increase | 0.00% | 3.60K shares | 280K | $71.01 | 3.60K |