MARK SHEPTOFF FINANCIAL PLANNING, LLC – Duke Energy Corporation Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$467,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, 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 | 0.00% | 0 shares | -71K | $93.02 | 5.01K | |
| Q2 2022 | share | 0.00% | 0 shares | -22K | $107.21 | 5.01K | |
| Q1 2022 | share | Increase | +6.36% | 300 shares | 65K | $111.66 | 5.01K |
| Q4 2021 | share | Increase | +7.96% | 348 shares | 69K | $104.79 | 4.71K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $96.65 | 4.37K | |
| Q2 2021 | share | Decrease | -0.79% | -35 shares | 6K | $96.87 | 4.37K |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $93.84 | 4.40K | |
| Q4 2020 | share | Decrease | -1.56% | -70 shares | 7K | $88.07 | 4.40K |
| Q3 2020 | share | Increase | +0.04% | 2 shares | 39K | $84.32 | 4.47K |
| Q2 2020 | share | Decrease | -4.28% | -200 shares | -21K | $75.19 | 4.47K |
| Q1 2020 | share | Increase | +4.47% | 200 shares | -30K | $75.26 | 4.67K |
| Q4 2019 | share | 0.00% | 0 shares | -21K | $84.07 | 4.47K | |
| Q3 2019 | share | Increase | +2.99% | 130 shares | 46K | $87.42 | 4.47K |
| Q2 2019 | share | 0.00% | 0 shares | -8K | $79.63 | 4.34K | |
| Q1 2019 | share | Increase | +2.36% | 100 shares | 25K | $80.36 | 4.34K |
| Q4 2018 | share | Increase | +3.24% | 133 shares | 37K | $76.25 | 4.24K |
| Q3 2018 | share | 0.00% | 0 shares | 4K | $69.95 | 4.11K | |
| Q2 2018 | share | 0.00% | 0 shares | 7K | $68.35 | 4.11K | |
| Q1 2018 | share | 0.00% | 0 shares | -28K | $66.16 | 4.11K | |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $71.01 | 4.11K | |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $70.15 | 4.11K | |
| Q2 2017 | share | Decrease | -0.02% | -1 shares | 7K | $69.16 | 4.11K |
| Q1 2017 | share | Increase | +109.74% | 2.15K shares | 185K | $67.16 | 4.11K |
| Q4 2016 | share | 0.00% | 0 shares | -5K | $62.86 | 1.96K | |
| Q3 2016 | share | Increase | +11.36% | 200 shares | 6K | $64.08 | 1.96K |
| Q2 2016 | share | 0.00% | 0 shares | 9K | $67.99 | 1.76K | |
| Q1 2016 | share | Decrease | -15.91% | -333 shares | -7K | $63.26 | 1.76K |