MARCUM WEALTH, LLC – Duke Energy Corporation Transaction History
MARCUM WEALTH, LLC portfolio value:
$843,000
portfolio value
MARCUM WEALTH, 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 | +7.38% | 623 shares | -62K | $93.02 | 9.06K |
| Q2 2022 | share | Increase | +0.66% | 55 shares | -31K | $107.21 | 8.44K |
| Q1 2022 | share | Increase | +1.88% | 155 shares | 73K | $111.66 | 8.38K |
| Q4 2021 | share | Increase | +0.98% | 80 shares | 67K | $104.79 | 8.23K |
| Q3 2021 | share | Decrease | -17.37% | -1.71K shares | -178K | $96.65 | 8.15K |
| Q2 2021 | share | Increase | +3.49% | 333 shares | 54K | $96.87 | 9.86K |
| Q1 2021 | share | Increase | 0.00% | 9.53K shares | 920K | $93.84 | 9.53K |
| Q4 2020 | share | Increase | +12.03% | 424 shares | 50K | $88.07 | 3.94K |
| Q3 2020 | share | Decrease | -4.03% | -148 shares | 19K | $84.32 | 3.52K |
| Q2 2020 | share | Increase | +7.65% | 261 shares | 17K | $75.19 | 3.67K |
| Q1 2020 | share | Increase | +44.27% | 1.04K shares | 60K | $75.26 | 3.41K |
| Q4 2019 | share | Increase | 0.00% | 2.36K shares | 216K | $84.07 | 2.36K |