JANICZEK WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
JANICZEK WEALTH MANAGEMENT, LLC portfolio value:
$226,000
portfolio value
JANICZEK WEALTH MANAGEMENT, LLC 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 | +36.98% | 683 shares | 23K | $93.02 | 2.53K |
| Q1 2022 | share | Increase | +13.08% | 122 shares | 20K | $111.66 | 1.05K |
| Q4 2021 | share | Increase | +10.55% | 89 shares | 16K | $104.79 | 933 |
| Q3 2021 | share | Increase | +9.18% | 71 shares | 6K | $96.65 | 844 |
| Q2 2021 | share | Increase | +8.57% | 61 shares | 7K | $96.87 | 773 |
| Q1 2021 | share | Decrease | -5.82% | -44 shares | 0 | $93.84 | 712 |
| Q4 2020 | share | Increase | +116.00% | 406 shares | 38K | $88.07 | 756 |
| Q3 2020 | share | Increase | +1.45% | 5 shares | 3K | $84.32 | 350 |
| Q2 2020 | share | Increase | +12.75% | 39 shares | 3K | $75.19 | 345 |
| Q1 2020 | share | 0.00% | 0 shares | -3K | $75.26 | 306 | |
| Q4 2019 | share | 0.00% | 0 shares | -1K | $84.07 | 306 | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $87.42 | 306 | |
| Q2 2019 | share | 0.00% | 0 shares | -1K | $79.63 | 306 | |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $80.36 | 306 | |
| Q4 2018 | share | 0.00% | 0 shares | 2K | $76.25 | 306 | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $69.95 | 306 | |
| Q2 2018 | share | Increase | 0.00% | 306 shares | 24K | $68.35 | 306 |