PERSONAL CFO SOLUTIONS, LLC – Duke Energy Corporation Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$471,000
portfolio value
PERSONAL CFO SOLUTIONS, 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 | -1.99% | -103 shares | -83K | $93.02 | 5.06K |
| Q2 2022 | share | Decrease | -0.63% | -33 shares | -27K | $107.21 | 5.17K |
| Q1 2022 | share | Increase | +0.97% | 50 shares | 40K | $111.66 | 5.20K |
| Q4 2021 | share | Decrease | -8.50% | -479 shares | -9K | $104.79 | 5.15K |
| Q3 2021 | share | Increase | +0.64% | 36 shares | -2K | $96.65 | 5.63K |
| Q2 2021 | share | Increase | +0.13% | 7 shares | 12K | $96.87 | 5.59K |
| Q1 2021 | share | Decrease | -0.09% | -5 shares | 28K | $93.84 | 5.58K |
| Q4 2020 | share | Increase | 0.00% | 5.59K shares | 512K | $88.07 | 5.59K |
| Q3 2020 | share | Decrease | -100.00% | -7.87K shares | -629K | $84.32 | 0 |
| Q2 2020 | share | Increase | +0.08% | 6 shares | -8K | $75.19 | 7.87K |
| Q1 2020 | share | Increase | +56.52% | 2.84K shares | 178K | $75.26 | 7.87K |
| Q4 2019 | share | 0.00% | 0 shares | -23K | $84.07 | 5.03K | |
| Q3 2019 | share | Increase | 0.00% | 5.03K shares | 482K | $87.42 | 5.03K |