SELECTIVE WEALTH MANAGEMENT, INC. – Duke Energy Corporation Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$440,000
portfolio value
SELECTIVE 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 | Decrease | -11.21% | -597 shares | -131K | $93.02 | 4.72K |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $107.21 | 5.32K | |
| Q1 2022 | share | Decrease | -4.76% | -266 shares | 8K | $111.66 | 5.32K |
| Q4 2021 | share | 0.00% | 0 shares | 40K | $104.79 | 5.59K | |
| Q3 2021 | share | Decrease | -40.03% | -3.73K shares | -374K | $96.65 | 5.59K |
| Q2 2021 | share | Decrease | -23.67% | -2.89K shares | -259K | $96.87 | 9.32K |
| Q1 2021 | share | Increase | +22.66% | 2.25K shares | 267K | $93.84 | 12.21K |
| Q4 2020 | share | Increase | +810.89% | 8.86K shares | 815K | $88.07 | 9.95K |
| Q3 2020 | share | Increase | +1.86% | 20 shares | 11K | $84.32 | 1.09K |
| Q2 2020 | share | Increase | +185.37% | 697 shares | 56K | $75.19 | 1.07K |
| Q1 2020 | share | 0.00% | 0 shares | -4K | $75.26 | 376 | |
| Q4 2019 | share | 0.00% | 0 shares | -2K | $84.07 | 376 | |
| Q3 2019 | share | Increase | 0.00% | 376 shares | 36K | $87.42 | 376 |
| Q3 2018 | share | Increase | 0.00% | 409 shares | 33K | $69.95 | 409 |