MERIDIAN WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$1.04M
portfolio value
MERIDIAN 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 | -2.66% | -306 shares | -192K | $93.02 | 11.21K |
Q2 2022 | share | Increase | +19.78% | 1.90K shares | 161K | $107.21 | 11.51K |
Q1 2022 | share | Decrease | -6.57% | -676 shares | -6K | $111.66 | 9.61K |
Q4 2021 | share | Increase | +6.53% | 631 shares | 137K | $104.79 | 10.29K |
Q3 2021 | share | Increase | +12.42% | 1.06K shares | 94K | $96.65 | 9.66K |
Q2 2021 | share | Increase | +49.47% | 2.84K shares | 294K | $96.87 | 8.59K |
Q1 2021 | share | Decrease | -8.56% | -538 shares | -20K | $93.84 | 5.74K |
Q4 2020 | share | Increase | +5.50% | 328 shares | 48K | $88.07 | 6.28K |
Q3 2020 | share | Increase | +59.89% | 2.23K shares | 229K | $84.32 | 5.95K |
Q2 2020 | share | Decrease | -14.69% | -642 shares | -55K | $75.19 | 3.72K |
Q1 2020 | share | Increase | +22.59% | 805 shares | 29K | $75.26 | 4.36K |
Q4 2019 | share | Increase | +8.96% | 293 shares | 10K | $84.07 | 3.56K |
Q3 2019 | share | Decrease | -1.62% | -54 shares | 311.06K | $87.42 | 3.27K |
Q2 2019 | share | Decrease | -6.39% | -227 shares | -317.06K | $79.63 | 3.32K |
Q1 2019 | share | Decrease | -14.66% | -610 shares | -39K | $80.36 | 3.55K |
Q4 2018 | share | Decrease | -0.38% | -16 shares | 25K | $76.25 | 4.16K |
Q3 2018 | share | Decrease | -17.56% | -890 shares | -67K | $69.95 | 4.17K |
Q2 2018 | share | Increase | +0.04% | 2 shares | 9K | $68.35 | 5.06K |
Q1 2018 | share | Increase | +3.03% | 149 shares | -19K | $66.16 | 5.06K |
Q4 2017 | share | Decrease | -3.89% | -199 shares | -19K | $71.01 | 4.91K |
Q3 2017 | share | Decrease | -4.59% | -246 shares | -18K | $70.15 | 5.11K |
Q2 2017 | share | Increase | +1.98% | 104 shares | 17K | $69.16 | 5.36K |
Q1 2017 | share | Increase | +16.17% | 732 shares | 80K | $67.16 | 5.25K |
Q4 2016 | share | Increase | 0.00% | 4.52K shares | 351K | $62.86 | 4.52K |