STOCKMAN WEALTH MANAGEMENT, INC. – Duke Energy Corporation Transaction History
STOCKMAN WEALTH MANAGEMENT, INC. portfolio value:
$642,000
portfolio value
STOCKMAN WEALTH MANAGEMENT, 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 | -0.88% | -61 shares | -104K | $93.02 | 6.89K |
| Q2 2022 | share | Increase | +0.88% | 61 shares | -24K | $107.21 | 6.96K |
| Q1 2022 | share | 0.00% | 0 shares | 46K | $111.66 | 6.89K | |
| Q4 2021 | share | Increase | +2.66% | 179 shares | 68K | $104.79 | 6.89K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $96.65 | 6.72K | |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $96.87 | 6.72K | |
| Q1 2021 | share | Increase | +1.45% | 96 shares | 42K | $93.84 | 6.72K |
| Q4 2020 | share | 0.00% | 0 shares | 20K | $88.07 | 6.62K | |
| Q3 2020 | share | 0.00% | 0 shares | 58K | $84.32 | 6.62K | |
| Q2 2020 | share | Increase | +11.20% | 667 shares | 47K | $75.19 | 6.62K |
| Q1 2020 | share | Increase | +0.05% | 3 shares | -61K | $75.26 | 5.95K |
| Q4 2019 | share | Increase | +0.03% | 2 shares | -28K | $84.07 | 5.95K |
| Q3 2019 | share | Increase | +1.81% | 106 shares | 55K | $87.42 | 5.95K |
| Q2 2019 | share | Increase | +0.05% | 3 shares | -10K | $79.63 | 5.84K |
| Q1 2019 | share | Increase | +0.03% | 2 shares | 22K | $80.36 | 5.84K |
| Q4 2018 | share | Decrease | -7.84% | -497 shares | -3K | $76.25 | 5.84K |
| Q3 2018 | share | Increase | +8.98% | 522 shares | 47K | $69.95 | 6.33K |
| Q2 2018 | share | Increase | +6.27% | 343 shares | 36K | $68.35 | 5.81K |
| Q1 2018 | share | Increase | +6.87% | 352 shares | -7K | $66.16 | 5.47K |
| Q4 2017 | share | Increase | +6.07% | 293 shares | 26K | $71.01 | 5.12K |
| Q3 2017 | share | Increase | +4.01% | 186 shares | 17K | $70.15 | 4.82K |
| Q2 2017 | share | Decrease | -7.47% | -375 shares | -23K | $69.16 | 4.64K |
| Q1 2017 | share | Increase | +0.08% | 4 shares | 22K | $67.16 | 5.01K |
| Q4 2016 | share | Increase | +0.08% | 4 shares | -12K | $62.86 | 5.01K |
| Q3 2016 | share | Increase | 0.00% | 5.00K shares | 401K | $64.08 | 5.00K |