BERGANKDV WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$1.91M
portfolio value
BERGANKDV 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 | +1.75% | 354 shares | -254K | $93.02 | 20.54K |
| Q2 2022 | share | Decrease | -0.16% | -32 shares | -93K | $107.21 | 20.19K |
| Q1 2022 | share | Increase | +3.70% | 721 shares | 212K | $111.66 | 20.22K |
| Q4 2021 | share | Increase | +0.06% | 11 shares | 144K | $104.79 | 19.50K |
| Q3 2021 | share | Increase | +1.17% | 225 shares | 0 | $96.65 | 19.49K |
| Q2 2021 | share | Increase | +1.36% | 258 shares | 67K | $96.87 | 19.26K |
| Q1 2021 | share | Decrease | -4.73% | -943 shares | 8K | $93.84 | 19.00K |
| Q4 2020 | share | Decrease | -1.80% | -365 shares | 28K | $88.07 | 19.95K |
| Q3 2020 | share | Decrease | -3.99% | -844 shares | 108K | $84.32 | 20.31K |
| Q2 2020 | share | Increase | +1.73% | 360 shares | 9K | $75.19 | 21.16K |
| Q1 2020 | share | Increase | +3310.00% | 20.19K shares | 1.62M | $75.26 | 20.80K |
| Q4 2019 | share | Increase | +121.82% | 335 shares | 30K | $84.07 | 610 |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $87.42 | 275 | |
| Q2 2019 | share | Decrease | -48.60% | -260 shares | -24K | $79.63 | 275 |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $80.36 | 535 | |
| Q4 2018 | share | Decrease | -39.00% | -342 shares | -24K | $76.25 | 535 |
| Q3 2018 | share | Increase | +63.93% | 342 shares | 28K | $69.95 | 877 |
| Q2 2018 | share | Increase | 0.00% | 535 shares | 42K | $68.35 | 535 |