SUGARLOAF WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$495,000
portfolio value
SUGARLOAF 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 | Decrease | -3.78% | -209 shares | -98K | $93.02 | 5.31K |
| Q2 2022 | share | Increase | +0.49% | 27 shares | -21K | $107.21 | 5.52K |
| Q1 2022 | share | Increase | +0.44% | 24 shares | 39K | $111.66 | 5.50K |
| Q4 2021 | share | Increase | +0.46% | 25 shares | 43K | $104.79 | 5.47K |
| Q3 2021 | share | Increase | +16.57% | 775 shares | 70K | $96.65 | 5.45K |
| Q2 2021 | share | Increase | +0.43% | 20 shares | 12K | $96.87 | 4.67K |
| Q1 2021 | share | Decrease | -4.57% | -223 shares | 3K | $93.84 | 4.65K |
| Q4 2020 | share | Increase | +73.42% | 2.06K shares | 198K | $88.07 | 4.88K |
| Q3 2020 | share | Increase | +0.11% | 3 shares | 24K | $84.32 | 2.81K |
| Q2 2020 | share | Decrease | -0.50% | -14 shares | -3K | $75.19 | 2.81K |
| Q1 2020 | share | Decrease | -4.53% | -134 shares | -42K | $75.26 | 2.82K |
| Q4 2019 | share | Increase | 0.00% | 2.95K shares | 270K | $84.07 | 2.95K |