CWS FINANCIAL ADVISORS, LLC – Duke Energy Corporation Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$465,000
portfolio value
CWS FINANCIAL ADVISORS, 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 | -71K | $93.02 | 4.99K | |
| Q2 2022 | share | Increase | +0.02% | 1 shares | -22K | $107.21 | 4.99K |
| Q1 2022 | share | Increase | +2.40% | 117 shares | 46K | $111.66 | 4.99K |
| Q4 2021 | share | Increase | +2.26% | 108 shares | 41K | $104.79 | 4.87K |
| Q2 2021 | share | Increase | +1.42% | 67 shares | 17K | $96.87 | 4.77K |
| Q1 2021 | share | Increase | +0.09% | 4 shares | 24K | $93.84 | 4.70K |
| Q4 2020 | share | Increase | +1.08% | 50 shares | 18K | $88.07 | 4.7K |
| Q3 2020 | share | Decrease | -12.41% | -659 shares | -12K | $84.32 | 4.65K |
| Q2 2020 | share | Increase | +7.62% | 376 shares | -26K | $75.19 | 5.30K |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $75.26 | 4.93K | |
| Q4 2019 | share | Increase | 0.00% | 4.93K shares | 450K | $84.07 | 4.93K |