FIRST PERSONAL FINANCIAL SERVICES – Duke Energy Corporation Transaction History
FIRST PERSONAL FINANCIAL SERVICES portfolio value:
$813,000
portfolio value
FIRST PERSONAL FINANCIAL SERVICES 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 | -2.41% | -216 shares | -147K | $93.02 | 8.74K |
| Q2 2022 | share | Increase | +8.74% | 720 shares | 40K | $107.21 | 8.95K |
| Q1 2022 | share | Decrease | -1.59% | -133 shares | 42K | $111.66 | 8.23K |
| Q4 2021 | share | Decrease | -4.32% | -378 shares | 24K | $104.79 | 8.37K |
| Q3 2021 | share | 0.00% | 0 shares | -10K | $96.65 | 8.74K | |
| Q2 2021 | share | Increase | +1.93% | 166 shares | 35K | $96.87 | 8.74K |
| Q1 2021 | share | Decrease | -3.15% | -279 shares | 18K | $93.84 | 8.58K |
| Q4 2020 | share | Increase | +6.59% | 548 shares | 74K | $88.07 | 8.86K |
| Q3 2020 | share | Decrease | -6.80% | -607 shares | 24K | $84.32 | 8.31K |
| Q2 2020 | share | Decrease | -2.99% | -275 shares | -31K | $75.19 | 8.92K |
| Q1 2020 | share | Decrease | -12.49% | -1.31K shares | -214K | $75.26 | 9.19K |
| Q4 2019 | share | Decrease | -24.28% | -3.36K shares | -372K | $84.07 | 10.50K |
| Q3 2019 | share | Decrease | -3.90% | -563 shares | 55K | $87.42 | 13.87K |
| Q2 2019 | share | Decrease | -2.45% | -362 shares | -57K | $79.63 | 14.44K |
| Q1 2019 | share | Decrease | -3.10% | -474 shares | 14K | $80.36 | 14.80K |
| Q4 2018 | share | Decrease | -3.37% | -532 shares | 53K | $76.25 | 15.27K |
| Q3 2018 | share | Decrease | -5.81% | -975 shares | -62K | $69.95 | 15.80K |
| Q2 2018 | share | Decrease | -4.97% | -877 shares | -41K | $68.35 | 16.78K |
| Q1 2018 | share | Decrease | -2.71% | -492 shares | -159K | $66.16 | 17.66K |
| Q4 2017 | share | Increase | +5.29% | 912 shares | 80K | $71.01 | 18.15K |
| Q3 2017 | share | Decrease | -3.98% | -715 shares | -53K | $70.15 | 17.24K |
| Q2 2017 | share | Decrease | -0.92% | -167 shares | 13K | $69.16 | 17.95K |
| Q1 2017 | share | Decrease | -2.87% | -535 shares | 38K | $67.16 | 18.12K |
| Q4 2016 | share | Decrease | -7.98% | -1.61K shares | -174K | $62.86 | 18.65K |
| Q3 2016 | share | Increase | +6.22% | 1.18K shares | -15K | $64.08 | 20.27K |
| Q2 2016 | share | Increase | +3.26% | 602 shares | 146K | $67.99 | 19.08K |
| Q1 2016 | share | Decrease | -2.46% | -466 shares | 139K | $63.26 | 18.48K |