LIBERTY WEALTH MANAGEMENT LLC – Duke Energy Corporation Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$0
portfolio value
LIBERTY 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 | Decrease | -100.00% | -1.91K shares | -205K | $93.02 | 0 |
| Q2 2022 | share | Decrease | -3.82% | -76 shares | -17K | $107.21 | 1.91K |
| Q1 2022 | share | Increase | +0.45% | 9 shares | 15K | $111.66 | 1.98K |
| Q4 2021 | share | Decrease | -27.93% | -767 shares | -65K | $104.79 | 1.97K |
| Q3 2021 | share | Increase | +43.02% | 826 shares | 82K | $96.65 | 2.74K |
| Q2 2021 | share | Increase | +1.53% | 29 shares | 14K | $96.87 | 1.92K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $93.84 | 1.89K | |
| Q4 2020 | share | Increase | +15.73% | 257 shares | 31K | $88.07 | 1.89K |
| Q3 2020 | share | Decrease | -5.82% | -101 shares | 5K | $84.32 | 1.63K |
| Q2 2020 | share | Increase | +1.88% | 32 shares | 2K | $75.19 | 1.73K |
| Q1 2020 | share | Increase | +16.33% | 239 shares | 5K | $75.26 | 1.70K |
| Q4 2019 | share | Increase | +1.81% | 26 shares | -5K | $84.07 | 1.46K |
| Q3 2019 | share | Decrease | -24.16% | -458 shares | -29K | $87.42 | 1.43K |
| Q2 2019 | share | Increase | +34.28% | 484 shares | 40K | $79.63 | 1.89K |
| Q1 2019 | share | Decrease | -9.78% | -153 shares | -8K | $80.36 | 1.41K |
| Q4 2018 | share | Increase | 0.00% | 1.56K shares | 135K | $76.25 | 1.56K |