ELMWOOD WEALTH MANAGEMENT, INC. – Duke Energy Corporation Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$544,000
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. 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 | 0.00% | 0 shares | -83K | $93.02 | 5.84K | |
| Q2 2022 | share | Decrease | -1.68% | -100 shares | -37K | $107.21 | 5.84K |
| Q1 2022 | share | Decrease | -0.17% | -10 shares | 39K | $111.66 | 5.94K |
| Q4 2021 | share | Increase | +20.78% | 1.02K shares | 138K | $104.79 | 5.95K |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $96.87 | 4.93K | |
| Q1 2021 | share | Decrease | -36.41% | -2.82K shares | -144K | $93.84 | 4.93K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $84.32 | 7.75K | |
| Q2 2020 | share | Increase | 0.00% | 7.75K shares | 620K | $75.19 | 7.75K |
| Q4 2019 | share | Decrease | -100.00% | -232 shares | -22K | $84.07 | 0 |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $87.42 | 232 | |
| Q2 2019 | share | Increase | 0.00% | 232 shares | 20K | $79.63 | 232 |