CFM WEALTH PARTNERS LLC – Duke Energy Corporation Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$204,000
portfolio value
CFM WEALTH PARTNERS 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 | 0.00% | 0 shares | -31K | $93.02 | 2.18K | |
| Q2 2022 | share | Decrease | -4.37% | -100 shares | -20K | $107.21 | 2.18K |
| Q1 2022 | share | 0.00% | 0 shares | 18K | $111.66 | 2.28K | |
| Q4 2021 | share | 0.00% | 0 shares | 14K | $104.79 | 2.28K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $96.65 | 2.28K | |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $96.87 | 2.28K | |
| Q1 2021 | share | Increase | +1.06% | 24 shares | 14K | $93.84 | 2.28K |
| Q4 2020 | share | Increase | 0.00% | 2.26K shares | 207K | $88.07 | 2.26K |
| Q3 2020 | share | Decrease | -100.00% | -2.11K shares | -169K | $84.32 | 0 |
| Q2 2020 | share | Increase | +4.44% | 90 shares | 5K | $75.19 | 2.11K |
| Q1 2020 | share | Increase | +16.89% | 293 shares | 2K | $75.26 | 2.02K |
| Q4 2019 | share | Increase | 0.00% | 1.73K shares | 162K | $84.07 | 1.73K |