HERITAGE WEALTH ADVISORS – Duke Energy Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$451,000
portfolio value
HERITAGE WEALTH 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 | Decrease | -0.25% | -12 shares | -71K | $93.02 | 4.85K |
| Q2 2022 | share | Increase | +7.61% | 344 shares | 17K | $107.21 | 4.86K |
| Q1 2022 | share | Decrease | -5.50% | -263 shares | 3K | $111.66 | 4.52K |
| Q4 2021 | share | Decrease | -0.04% | -2 shares | 34.77K | $104.79 | 4.78K |
| Q3 2021 | share | 0.00% | 0 shares | -5.40K | $96.65 | 4.78K | |
| Q2 2021 | share | 0.00% | 0 shares | 10.48K | $96.87 | 4.78K | |
| Q1 2021 | share | Increase | +0.84% | 40 shares | 26.99K | $93.84 | 4.78K |
| Q4 2020 | share | 0.00% | 0 shares | 14.69K | $88.07 | 4.74K | |
| Q3 2020 | share | 0.00% | 0 shares | 41.14K | $84.32 | 4.74K | |
| Q2 2020 | share | Decrease | -0.90% | -43 shares | -8.17K | $75.19 | 4.74K |
| Q1 2020 | share | Decrease | -8.73% | -458 shares | -91.24K | $75.26 | 4.78K |
| Q4 2019 | share | Decrease | -3.81% | -208 shares | -43.42K | $84.07 | 5.24K |
| Q3 2019 | share | Increase | +2.40% | 128 shares | 51.94K | $87.42 | 5.45K |
| Q2 2019 | share | Increase | +13.87% | 649 shares | 49.03K | $79.63 | 5.32K |
| Q1 2019 | share | Increase | +16.60% | 666 shares | 75.02K | $80.36 | 4.67K |
| Q4 2018 | share | 0.00% | 0 shares | 25K | $76.25 | 4.01K | |
| Q3 2018 | share | 0.00% | 0 shares | 4K | $69.95 | 4.01K | |
| Q2 2018 | share | Increase | +39.50% | 1.13K shares | 94K | $68.35 | 4.01K |
| Q1 2018 | share | Decrease | -0.21% | -6 shares | -20K | $66.16 | 2.87K |
| Q4 2017 | share | Increase | +0.21% | 6 shares | 1K | $71.01 | 2.88K |
| Q3 2017 | share | 0.00% | 0 shares | 2K | $70.15 | 2.87K | |
| Q2 2017 | share | 0.00% | 0 shares | 4K | $69.16 | 2.87K | |
| Q1 2017 | share | 0.00% | 0 shares | 13K | $67.16 | 2.87K | |
| Q4 2016 | share | 0.00% | 0 shares | -7K | $62.86 | 2.87K | |
| Q3 2016 | share | 0.00% | 0 shares | -17K | $64.08 | 2.87K | |
| Q2 2016 | share | Increase | +3.60% | 100 shares | 24K | $67.99 | 2.87K |
| Q1 2016 | share | Increase | 0.00% | 2.77K shares | 223K | $63.26 | 2.77K |