MOUNT YALE INVESTMENT ADVISORS, LLC – Duke Energy Corporation Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$716,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | +93.68% | 3.72K shares | 290K | $93.02 | 7.69K |
| Q2 2022 | share | Increase | +3.87% | 148 shares | -1K | $107.21 | 3.97K |
| Q1 2022 | share | Increase | +17.87% | 580 shares | 86K | $111.66 | 3.82K |
| Q4 2021 | share | Increase | +9.15% | 272 shares | 51K | $104.79 | 3.24K |
| Q3 2021 | share | Increase | 0.00% | 2.97K shares | 290K | $96.65 | 2.97K |
| Q3 2020 | share | Decrease | -100.00% | -5.45K shares | -436K | $84.32 | 0 |
| Q2 2020 | share | Increase | +2.54% | 135 shares | 6K | $75.19 | 5.45K |
| Q1 2020 | share | Increase | +24.07% | 1.03K shares | 12K | $75.26 | 5.31K |
| Q4 2019 | share | Increase | +13.35% | 505 shares | 87K | $84.07 | 4.28K |
| Q3 2019 | share | Increase | +9.69% | 334 shares | 25K | $87.42 | 3.78K |
| Q2 2019 | share | Increase | +10.51% | 328 shares | 25K | $79.63 | 3.44K |
| Q1 2019 | share | Decrease | -1.92% | -61 shares | -6K | $80.36 | 3.12K |
| Q4 2018 | share | Decrease | -10.55% | -375 shares | -14K | $76.25 | 3.18K |
| Q3 2018 | share | Increase | +2.30% | 80 shares | 26K | $69.95 | 3.55K |
| Q2 2018 | share | Increase | +25.35% | 703 shares | 60K | $68.35 | 3.47K |
| Q1 2018 | share | Increase | 0.00% | 2.77K shares | 215K | $66.16 | 2.77K |