WEALTHSPIRE ADVISORS, LLC – Duke Energy Corporation Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$845,000
portfolio value
WEALTHSPIRE ADVISORS, 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 | +0.26% | 24 shares | -127K | $93.02 | 9.08K |
| Q2 2022 | share | Increase | +15.86% | 1.24K shares | 98K | $107.21 | 9.06K |
| Q1 2022 | share | Decrease | -36.32% | -4.46K shares | -415K | $111.66 | 7.82K |
| Q4 2021 | share | Decrease | -29.02% | -5.02K shares | -400K | $104.79 | 12.28K |
| Q3 2021 | share | Increase | +251.36% | 12.38K shares | 1.20M | $96.65 | 17.30K |
| Q2 2021 | share | Decrease | -70.45% | -11.74K shares | -1.12M | $96.87 | 4.92K |
| Q1 2021 | share | Increase | +40.49% | 4.80K shares | 523K | $93.84 | 16.66K |
| Q4 2020 | share | Increase | 0.00% | 11.86K shares | 1.08M | $88.07 | 11.86K |
| Q3 2020 | share | Decrease | -9.92% | -609 shares | 0 | $84.32 | 5.52K |
| Q2 2020 | share | Decrease | -50.83% | -6.34K shares | -519K | $75.19 | 6.13K |
| Q1 2020 | share | Increase | +240.45% | 8.81K shares | 675K | $75.26 | 12.48K |
| Q4 2019 | share | Increase | +64.03% | 1.43K shares | 120K | $84.07 | 3.66K |
| Q3 2019 | share | Increase | 0.00% | 2.23K shares | 214K | $87.42 | 2.23K |
| Q1 2019 | share | Decrease | -100.00% | -497 shares | -43K | $80.36 | 0 |
| Q4 2018 | share | Increase | 0.00% | 497 shares | 43K | $76.25 | 497 |