CYPRESS WEALTH SERVICES, LLC – Duke Energy Corporation Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$324,000
portfolio value
CYPRESS WEALTH SERVICES, 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 | +0.72% | 26 shares | -64K | $93.02 | 3.64K |
| Q2 2022 | share | Increase | +55.35% | 1.28K shares | 144K | $107.21 | 3.61K |
| Q4 2021 | share | Increase | +4.26% | 95 shares | 26K | $104.79 | 2.32K |
| Q3 2021 | share | Decrease | -23.51% | -686 shares | -70K | $96.65 | 2.23K |
| Q2 2021 | share | Increase | +25.51% | 593 shares | 64K | $96.87 | 2.91K |
| Q1 2021 | share | Decrease | -34.64% | -1.23K shares | -102K | $93.84 | 2.32K |
| Q4 2020 | put | Decrease | -100.00% | -3.57K shares | -316K | $88.07 | 0 |
| Q4 2020 | share | Increase | 0.00% | 3.55K shares | 326K | $88.07 | 3.55K |
| Q3 2020 | put | Increase | 0.00% | 3.57K shares | 316K | $84.32 | 3.57K |
| Q3 2020 | share | Decrease | -100.00% | -3.95K shares | -316K | $84.32 | 0 |
| Q2 2020 | share | Increase | +2.64% | 102 shares | 4K | $75.19 | 3.95K |
| Q1 2020 | share | Increase | +2.55% | 96 shares | -31K | $75.26 | 3.85K |
| Q4 2019 | share | Increase | +8.48% | 294 shares | 11K | $84.07 | 3.76K |
| Q3 2019 | share | Increase | +2.00% | 68 shares | 32K | $87.42 | 3.46K |
| Q2 2019 | share | Increase | +9.36% | 291 shares | 20K | $79.63 | 3.39K |
| Q1 2019 | share | Increase | +2.37% | 72 shares | 18K | $80.36 | 3.10K |
| Q4 2018 | share | Increase | +0.80% | 24 shares | 21K | $76.25 | 3.03K |
| Q3 2018 | share | Increase | +2.45% | 72 shares | 9K | $69.95 | 3.01K |
| Q2 2018 | share | Decrease | -34.75% | -1.56K shares | -117K | $68.35 | 2.94K |
| Q1 2018 | share | Decrease | -8.40% | -413 shares | -65K | $66.16 | 4.50K |
| Q4 2017 | share | Increase | 0.00% | 4.91K shares | 414K | $71.01 | 4.91K |