TRANSFORM WEALTH, LLC – Duke Energy Corporation Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$459,000
portfolio value
TRANSFORM WEALTH, 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 | -7.10% | -377 shares | -110K | $93.02 | 4.93K |
| Q2 2022 | share | Decrease | -1.74% | -94 shares | -35K | $107.21 | 5.31K |
| Q1 2022 | share | Decrease | -3.74% | -210 shares | 15K | $111.66 | 5.40K |
| Q4 2021 | share | Decrease | -10.09% | -630 shares | -20K | $104.79 | 5.61K |
| Q3 2021 | share | Decrease | -12.12% | -861 shares | -93K | $96.65 | 6.24K |
| Q2 2021 | share | Increase | +0.24% | 17 shares | 18K | $96.87 | 7.10K |
| Q1 2021 | share | Increase | +0.37% | 26 shares | 37K | $93.84 | 7.08K |
| Q4 2020 | share | Increase | +13.01% | 813 shares | 94K | $88.07 | 7.06K |
| Q3 2020 | share | Decrease | -3.10% | -200 shares | 38K | $84.32 | 6.25K |
| Q2 2020 | share | Decrease | -12.24% | -900 shares | -79K | $75.19 | 6.45K |
| Q1 2020 | share | Increase | +2.08% | 150 shares | -63K | $75.26 | 7.35K |
| Q4 2019 | share | Increase | 0.00% | 7.2K shares | 657K | $84.07 | 7.2K |
| Q3 2019 | share | Increase | +3.80% | 300 shares | 89K | $87.42 | 8.2K |
| Q2 2019 | share | Decrease | -69.32% | -17.85K shares | -1.62M | $79.63 | 7.9K |
| Q1 2019 | share | Decrease | -13.74% | -4.1K shares | -258K | $80.36 | 25.75K |
| Q4 2018 | share | Increase | +2.05% | 600 shares | 236K | $76.25 | 29.85K |
| Q3 2018 | share | Decrease | -4.75% | -1.46K shares | -89K | $69.95 | 29.25K |
| Q2 2018 | share | Decrease | -16.99% | -6.28K shares | -437K | $68.35 | 30.71K |
| Q1 2018 | share | Decrease | -28.62% | -14.83K shares | -1.49M | $66.16 | 36.99K |
| Q4 2017 | share | Increase | 0.00% | 51.82K shares | 4.35M | $71.01 | 51.82K |