TAYLOR HOFFMAN WEALTH MANAGEMENT – Duke Energy Corporation Transaction History
TAYLOR HOFFMAN WEALTH MANAGEMENT portfolio value:
$1.85M
portfolio value
TAYLOR HOFFMAN WEALTH MANAGEMENT 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 | +0.14% | 27 shares | -329K | $93.02 | 19.94K |
| Q2 2022 | share | 0.00% | 0 shares | -40K | $107.21 | 19.92K | |
| Q1 2022 | share | Decrease | -0.28% | -56 shares | 129K | $111.66 | 19.92K |
| Q4 2021 | share | Increase | +11.59% | 2.07K shares | 332K | $104.79 | 19.97K |
| Q3 2021 | share | Decrease | -7.83% | -1.52K shares | -154K | $96.65 | 17.90K |
| Q2 2021 | share | Decrease | -10.12% | -2.18K shares | -169K | $96.87 | 19.42K |
| Q1 2021 | share | Decrease | -0.33% | -72 shares | 101K | $93.84 | 21.61K |
| Q4 2020 | share | Increase | +0.72% | 156 shares | 79K | $88.07 | 21.68K |
| Q3 2020 | share | Decrease | -5.31% | -1.20K shares | 90K | $84.32 | 21.52K |
| Q2 2020 | share | Increase | +13.94% | 2.78K shares | 202K | $75.19 | 22.73K |
| Q1 2020 | share | Decrease | -9.45% | -2.08K shares | -396K | $75.26 | 19.95K |
| Q4 2019 | share | 0.00% | 0 shares | -102K | $84.07 | 22.03K | |
| Q3 2019 | share | Increase | +6.58% | 1.36K shares | 288K | $87.42 | 22.03K |
| Q2 2019 | share | Decrease | -6.40% | -1.41K shares | -164K | $79.63 | 20.67K |
| Q1 2019 | share | Decrease | -7.08% | -1.68K shares | -63K | $80.36 | 22.08K |
| Q4 2018 | share | Decrease | -0.45% | -108 shares | 140K | $76.25 | 23.77K |
| Q3 2018 | share | Increase | +0.84% | 200 shares | 39K | $69.95 | 23.87K |
| Q2 2018 | share | 0.00% | 0 shares | 38K | $68.35 | 23.67K | |
| Q1 2018 | share | Increase | +1.43% | 334 shares | -129K | $66.16 | 23.67K |
| Q4 2017 | share | Increase | 0.00% | 23.34K shares | 1.96M | $71.01 | 23.34K |