DESTINATION WEALTH MANAGEMENT – Duke Energy Corporation Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$357,000
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | -10.40% | -446 shares | -103K | $93.02 | 3.84K |
| Q2 2022 | share | Increase | +1.40% | 59 shares | -12K | $107.21 | 4.28K |
| Q1 2022 | share | Decrease | -10.76% | -510 shares | -25K | $111.66 | 4.22K |
| Q4 2021 | share | Increase | +24.78% | 941 shares | 126K | $104.79 | 4.73K |
| Q3 2021 | share | Increase | +0.96% | 36 shares | 0 | $96.65 | 3.79K |
| Q2 2021 | share | Decrease | -16.44% | -740 shares | -64K | $96.87 | 3.76K |
| Q1 2021 | share | Increase | +27.50% | 971 shares | 112K | $93.84 | 4.50K |
| Q4 2020 | share | Increase | +1.03% | 36 shares | 13K | $88.07 | 3.53K |
| Q3 2020 | share | Decrease | -1.47% | -52 shares | 27K | $84.32 | 3.49K |
| Q2 2020 | share | Decrease | -0.17% | -6 shares | -4K | $75.19 | 3.54K |
| Q1 2020 | share | Decrease | -14.32% | -594 shares | -91K | $75.26 | 3.55K |
| Q4 2019 | share | Increase | +16.92% | 600 shares | 38K | $84.07 | 4.14K |
| Q3 2019 | share | Decrease | -0.45% | -16 shares | 26K | $87.42 | 3.54K |
| Q2 2019 | share | Decrease | -14.96% | -627 shares | -63K | $79.63 | 3.56K |
| Q1 2019 | share | Increase | +8.30% | 321 shares | 43K | $80.36 | 4.19K |
| Q4 2018 | share | 0.00% | 0 shares | 24K | $76.25 | 3.86K | |
| Q3 2018 | share | Decrease | -15.43% | -706 shares | -52K | $69.95 | 3.86K |
| Q2 2018 | share | Decrease | -73.99% | -13.01K shares | -1.35M | $68.35 | 4.57K |
| Q1 2018 | share | Increase | +312.52% | 13.32K shares | 1.36M | $66.16 | 17.59K |
| Q4 2017 | share | Increase | +2.30% | 96 shares | 9K | $71.01 | 4.26K |
| Q3 2017 | share | Decrease | -10.98% | -514 shares | -41K | $70.15 | 4.16K |
| Q2 2017 | share | Decrease | -17.70% | -1.00K shares | -76K | $69.16 | 4.68K |
| Q1 2017 | share | Increase | +12.21% | 619 shares | 73K | $67.16 | 5.68K |
| Q4 2016 | share | Decrease | -1.73% | -89 shares | -19K | $62.86 | 5.07K |
| Q3 2016 | share | Increase | +2.95% | 148 shares | -17K | $64.08 | 5.15K |
| Q2 2016 | share | Increase | 0.00% | 5.01K shares | 430K | $67.99 | 5.01K |