9258 WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$918,000
portfolio value
9258 WEALTH MANAGEMENT, 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 | +1.07% | 104 shares | -129K | $93.02 | 9.86K |
| Q2 2022 | share | Increase | +5.64% | 521 shares | 15K | $107.21 | 9.76K |
| Q1 2022 | share | 0.00% | 0 shares | 63K | $111.66 | 9.24K | |
| Q4 2021 | share | Increase | +10.12% | 849 shares | 150K | $104.79 | 9.24K |
| Q3 2021 | share | Decrease | -2.58% | -222 shares | -31K | $96.65 | 8.39K |
| Q2 2021 | share | Increase | +3.80% | 315 shares | 49K | $96.87 | 8.61K |
| Q1 2021 | share | Increase | +6.97% | 541 shares | 91K | $93.84 | 8.3K |
| Q4 2020 | share | Decrease | -2.23% | -177 shares | -21K | $88.07 | 7.75K |
| Q3 2020 | share | Decrease | -11.44% | -1.02K shares | 15K | $84.32 | 7.93K |
| Q2 2020 | share | Decrease | -3.51% | -326 shares | -90K | $75.19 | 8.96K |
| Q1 2020 | share | Decrease | -3.84% | -371 shares | -75K | $75.26 | 9.28K |
| Q4 2019 | share | Increase | 0.00% | 9.65K shares | 881K | $84.07 | 9.65K |