KEUDELL/MORRISON WEALTH MANAGEMENT – Duke Energy Corporation Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$810,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +5.53% | 456 shares | -74K | $93.02 | 8.70K |
| Q2 2022 | share | Decrease | -2.00% | -168 shares | -56K | $107.21 | 8.24K |
| Q1 2022 | share | Decrease | -2.23% | -192 shares | 37K | $111.66 | 8.41K |
| Q4 2021 | share | Decrease | -3.37% | -300 shares | 34K | $104.79 | 8.60K |
| Q3 2021 | share | Increase | +0.29% | 26 shares | -8K | $96.65 | 8.90K |
| Q2 2021 | share | 0.00% | 0 shares | 20K | $96.87 | 8.88K | |
| Q1 2021 | share | Decrease | -2.42% | -220 shares | 24K | $93.84 | 8.88K |
| Q4 2020 | share | Decrease | -5.12% | -491 shares | -16K | $88.07 | 9.10K |
| Q3 2020 | share | Decrease | -4.95% | -500 shares | 43K | $84.32 | 9.59K |
| Q2 2020 | share | Increase | +1.59% | 158 shares | 3K | $75.19 | 10.09K |
| Q1 2020 | share | Decrease | -9.36% | -1.02K shares | -197K | $75.26 | 9.93K |
| Q4 2019 | share | Increase | +1.20% | 130 shares | -38K | $84.07 | 10.96K |
| Q3 2019 | share | Increase | +1.49% | 159 shares | 90K | $87.42 | 10.83K |
| Q2 2019 | share | Decrease | -3.27% | -361 shares | -45K | $79.63 | 10.67K |
| Q1 2019 | share | Increase | 0.00% | 11.03K shares | 993K | $80.36 | 11.03K |