GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – Duke Energy Corporation Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$2.32M
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, 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 | -8.52% | -2.32K shares | -603K | $93.02 | 24.96K |
| Q2 2022 | share | Increase | +5.38% | 1.39K shares | 34K | $107.21 | 27.28K |
| Q1 2022 | share | Increase | +7.16% | 1.73K shares | 356K | $111.66 | 25.89K |
| Q4 2021 | share | Increase | +3.97% | 922 shares | 267K | $104.79 | 24.16K |
| Q3 2021 | share | Increase | +3.32% | 747 shares | 47K | $96.65 | 23.24K |
| Q2 2021 | share | Increase | +2.91% | 636 shares | 111K | $96.87 | 22.49K |
| Q1 2021 | share | Decrease | -9.85% | -2.38K shares | -110K | $93.84 | 21.86K |
| Q4 2020 | share | Increase | +0.44% | 106 shares | 82K | $88.07 | 24.24K |
| Q3 2020 | share | Increase | +5.38% | 1.23K shares | 308K | $84.32 | 24.14K |
| Q2 2020 | share | Increase | +0.42% | 95 shares | -15K | $75.19 | 22.90K |
| Q1 2020 | share | Decrease | -4.18% | -994 shares | -327K | $75.26 | 22.81K |
| Q4 2019 | share | Increase | +8.78% | 1.92K shares | 74K | $84.07 | 23.80K |
| Q3 2019 | share | Increase | +3.48% | 736 shares | 232K | $87.42 | 21.88K |
| Q2 2019 | share | Increase | +5.87% | 1.17K shares | 68K | $79.63 | 21.15K |
| Q1 2019 | share | Decrease | -5.80% | -1.23K shares | -32K | $80.36 | 19.97K |
| Q4 2018 | share | Increase | 0.00% | 21.20K shares | 1.83M | $76.25 | 21.20K |