IHT WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$1.43M
portfolio value
IHT 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 | +33.22% | 3.84K shares | 194K | $93.02 | 15.43K |
| Q2 2022 | share | Decrease | -1.31% | -154 shares | -69K | $107.21 | 11.58K |
| Q1 2022 | share | Increase | +12.84% | 1.33K shares | 219K | $111.66 | 11.74K |
| Q4 2021 | share | Increase | +5.39% | 532 shares | 128K | $104.79 | 10.40K |
| Q3 2021 | share | Decrease | -23.62% | -3.05K shares | -312K | $96.65 | 9.87K |
| Q2 2021 | share | Decrease | -2.15% | -284 shares | 1K | $96.87 | 12.92K |
| Q1 2021 | share | Increase | +10.51% | 1.25K shares | 180K | $93.84 | 13.21K |
| Q4 2020 | share | Increase | +31.88% | 2.89K shares | 292K | $88.07 | 11.95K |
| Q3 2020 | share | Increase | +7.56% | 637 shares | 130K | $84.32 | 9.06K |
| Q2 2020 | share | Decrease | -7.81% | -714 shares | -66K | $75.19 | 8.42K |
| Q1 2020 | share | Decrease | -4.94% | -475 shares | -138K | $75.26 | 9.14K |
| Q4 2019 | share | Increase | +6.83% | 615 shares | 15K | $84.07 | 9.61K |
| Q3 2019 | share | Increase | +52.52% | 3.1K shares | 341K | $87.42 | 9.00K |
| Q2 2019 | share | Increase | +7.50% | 412 shares | 27K | $79.63 | 5.90K |
| Q1 2019 | share | Decrease | -22.83% | -1.62K shares | -120K | $80.36 | 5.49K |
| Q4 2018 | share | Decrease | -27.84% | -2.74K shares | -175K | $76.25 | 7.11K |
| Q3 2018 | share | Increase | +4.86% | 457 shares | 46K | $69.95 | 9.85K |
| Q2 2018 | share | Increase | +17.64% | 1.41K shares | 127K | $68.35 | 9.40K |
| Q1 2018 | share | Increase | +11.08% | 797 shares | 25K | $66.16 | 7.99K |
| Q4 2017 | share | Increase | +67.09% | 2.88K shares | 226K | $71.01 | 7.19K |
| Q3 2017 | share | Decrease | -4.06% | -182 shares | 306K | $70.15 | 4.30K |
| Q2 2017 | share | Increase | +131.10% | 2.54K shares | -102K | $69.16 | 4.48K |
| Q1 2017 | share | Increase | +0.10% | 2 shares | 10K | $67.16 | 1.94K |
| Q4 2016 | share | Increase | 0.00% | 1.94K shares | 151K | $62.86 | 1.94K |