SOUND VIEW WEALTH ADVISORS GROUP, LLC – Duke Energy Corporation Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$1.39M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | -3.88% | -604 shares | -278K | $93.02 | 14.98K |
| Q2 2022 | share | Decrease | -3.95% | -641 shares | -141K | $107.21 | 15.58K |
| Q1 2022 | share | Increase | +0.10% | 17 shares | 112K | $111.66 | 16.22K |
| Q4 2021 | share | Increase | +9.98% | 1.47K shares | 262K | $104.79 | 16.20K |
| Q3 2021 | share | Decrease | -9.15% | -1.48K shares | -163K | $96.65 | 14.73K |
| Q2 2021 | share | Increase | +1.58% | 253 shares | 60K | $96.87 | 16.22K |
| Q1 2021 | share | Decrease | -4.85% | -814 shares | 4K | $93.84 | 15.96K |
| Q4 2020 | share | Increase | +4.35% | 700 shares | 113K | $88.07 | 16.78K |
| Q3 2020 | share | Increase | +0.68% | 109 shares | 148K | $84.32 | 16.08K |
| Q2 2020 | share | Decrease | -2.18% | -356 shares | -45K | $75.19 | 15.97K |
| Q1 2020 | share | Increase | +0.70% | 114 shares | -158K | $75.26 | 16.32K |
| Q4 2019 | share | Decrease | -4.18% | -708 shares | -143K | $84.07 | 16.21K |
| Q3 2019 | share | Decrease | -2.39% | -415 shares | 92K | $87.42 | 16.92K |
| Q2 2019 | share | Increase | 0.00% | 17.33K shares | 1.53M | $79.63 | 17.33K |