OPTIMUM INVESTMENT ADVISORS – Duke Energy Corporation Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$724,000
portfolio value
OPTIMUM INVESTMENT ADVISORS 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 | Increase | +0.57% | 44 shares | -106K | $93.02 | 7.78K |
| Q2 2022 | share | 0.00% | 0 shares | -35K | $107.21 | 7.74K | |
| Q1 2022 | share | Decrease | -0.01% | -1 shares | 53K | $111.66 | 7.74K |
| Q4 2021 | share | Decrease | -5.03% | -410 shares | 16K | $104.79 | 7.74K |
| Q3 2021 | share | Decrease | -23.13% | -2.45K shares | -251K | $96.65 | 8.15K |
| Q2 2021 | share | Increase | +0.08% | 9 shares | 24K | $96.87 | 10.60K |
| Q1 2021 | share | Increase | +0.10% | 11 shares | 54K | $93.84 | 10.59K |
| Q4 2020 | share | Increase | +2.74% | 282 shares | 56K | $88.07 | 10.58K |
| Q3 2020 | share | Increase | +25.69% | 2.10K shares | 258K | $84.32 | 10.30K |
| Q2 2020 | share | Increase | +0.06% | 5 shares | -8K | $75.19 | 8.19K |
| Q1 2020 | share | Increase | +0.06% | 5 shares | -84K | $75.26 | 8.19K |
| Q4 2019 | share | Increase | +0.06% | 5 shares | -37K | $84.07 | 8.18K |
| Q3 2019 | share | Increase | +2.93% | 233 shares | 82K | $87.42 | 8.18K |
| Q2 2019 | share | Increase | +0.06% | 5 shares | -13K | $79.63 | 7.95K |
| Q1 2019 | share | Increase | +0.05% | 4 shares | 30K | $80.36 | 7.94K |
| Q4 2018 | share | Decrease | -5.59% | -470 shares | 12K | $76.25 | 7.94K |
| Q3 2018 | share | Decrease | -3.20% | -278 shares | -14K | $69.95 | 8.41K |
| Q2 2018 | share | Increase | +0.06% | 5 shares | 14K | $68.35 | 8.69K |
| Q1 2018 | share | Increase | +0.07% | 6 shares | -57K | $66.16 | 8.68K |
| Q4 2017 | share | Increase | +3.01% | 254 shares | 23K | $71.01 | 8.67K |
| Q3 2017 | share | Decrease | -2.30% | -198 shares | -14K | $70.15 | 8.42K |
| Q2 2017 | share | Increase | +5.17% | 424 shares | 49K | $69.16 | 8.62K |
| Q1 2017 | share | Increase | +4.18% | 329 shares | 61K | $67.16 | 8.19K |
| Q4 2016 | share | Decrease | -11.47% | -1.02K shares | -101K | $62.86 | 7.87K |
| Q3 2016 | share | Decrease | -3.56% | -328 shares | -79K | $64.08 | 8.89K |
| Q2 2016 | share | Decrease | -17.80% | -1.99K shares | -114K | $67.99 | 9.21K |
| Q1 2016 | share | Increase | +7.72% | 804 shares | 162K | $63.26 | 11.21K |