PBMARES WEALTH MANAGEMENT LLC – Duke Energy Corporation Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$332,000
portfolio value
PBMARES 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 | -10.21% | -406 shares | -94K | $93.02 | 3.56K |
| Q2 2022 | share | Increase | +13.99% | 488 shares | 37K | $107.21 | 3.97K |
| Q1 2022 | share | Decrease | -3.59% | -130 shares | 10K | $111.66 | 3.48K |
| Q4 2021 | share | Increase | +8.39% | 280 shares | 53K | $104.79 | 3.61K |
| Q3 2021 | share | Increase | +32.68% | 822 shares | 78K | $96.65 | 3.33K |
| Q2 2021 | share | Decrease | -2.06% | -53 shares | 0 | $96.87 | 2.51K |
| Q1 2021 | share | Increase | +16.94% | 372 shares | 47K | $93.84 | 2.56K |
| Q4 2020 | share | Increase | 0.00% | 2.19K shares | 201K | $88.07 | 2.19K |
| Q3 2020 | share | Decrease | -100.00% | -2.63K shares | -210K | $84.32 | 0 |
| Q2 2020 | share | Decrease | -11.29% | -335 shares | -30K | $75.19 | 2.63K |
| Q1 2020 | share | Increase | +7.23% | 200 shares | -12K | $75.26 | 2.96K |
| Q4 2019 | share | Increase | 0.00% | 2.76K shares | 252K | $84.07 | 2.76K |