MCKINLEY CARTER WEALTH SERVICES, INC. – Duke Energy Corporation Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$415,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, 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 | -0.40% | -18 shares | -65K | $93.02 | 4.45K |
| Q2 2022 | share | Decrease | -1.41% | -64 shares | -27K | $107.21 | 4.47K |
| Q1 2022 | share | Increase | +0.18% | 8 shares | 32K | $111.66 | 4.54K |
| Q4 2021 | share | Decrease | -0.90% | -41 shares | 28K | $104.79 | 4.53K |
| Q3 2021 | share | Increase | +25.94% | 942 shares | 89K | $96.65 | 4.57K |
| Q2 2021 | share | Decrease | -0.68% | -25 shares | 5K | $96.87 | 3.63K |
| Q1 2021 | share | Increase | +5.42% | 188 shares | 35K | $93.84 | 3.65K |
| Q4 2020 | share | Increase | +4.18% | 139 shares | 23K | $88.07 | 3.46K |
| Q3 2020 | share | Increase | +0.27% | 9 shares | 30K | $84.32 | 3.32K |
| Q2 2020 | share | Decrease | -22.38% | -957 shares | -81K | $75.19 | 3.32K |
| Q1 2020 | share | Increase | +17.99% | 652 shares | 15K | $75.26 | 4.27K |
| Q4 2019 | share | Decrease | -0.49% | -18 shares | -18K | $84.07 | 3.62K |
| Q3 2019 | share | Increase | +0.22% | 8 shares | 28K | $87.42 | 3.64K |
| Q2 2019 | share | Increase | +5.52% | 190 shares | 11K | $79.63 | 3.63K |
| Q1 2019 | share | Increase | +0.23% | 8 shares | 13K | $80.36 | 3.44K |
| Q4 2018 | share | Decrease | -3.64% | -130 shares | 12K | $76.25 | 3.43K |
| Q3 2018 | share | Increase | +1.31% | 46 shares | 7K | $69.95 | 3.56K |
| Q2 2018 | share | Decrease | -2.00% | -72 shares | 0 | $68.35 | 3.52K |
| Q1 2018 | share | Increase | +16.58% | 511 shares | 19K | $66.16 | 3.59K |
| Q4 2017 | share | Increase | +0.23% | 7 shares | 1K | $71.01 | 3.08K |
| Q3 2017 | share | Increase | 0.00% | 3.07K shares | 258K | $70.15 | 3.07K |