MARKS GROUP WEALTH MANAGEMENT, INC – Duke Energy Corporation Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$1.77M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | +13.94% | 2.32K shares | -21K | $93.02 | 19.03K |
| Q2 2022 | share | Increase | +20.25% | 2.81K shares | 240K | $107.21 | 16.70K |
| Q1 2022 | share | Increase | +40.22% | 3.98K shares | 515K | $111.66 | 13.89K |
| Q4 2021 | share | Increase | +36.31% | 2.63K shares | 35K | $104.79 | 9.90K |
| Q3 2021 | share | Increase | +1.48% | 106 shares | 5K | $96.65 | 7.26K |
| Q2 2021 | share | Increase | +5.62% | 381 shares | 50K | $96.87 | 7.16K |
| Q1 2021 | share | Increase | +7.72% | 486 shares | 83K | $93.84 | 6.78K |
| Q4 2020 | share | Increase | +0.48% | 30 shares | 21K | $88.07 | 6.29K |
| Q3 2020 | share | Increase | +2.77% | 169 shares | 69K | $84.32 | 6.26K |
| Q2 2020 | share | Increase | +3.53% | 208 shares | 10K | $75.19 | 6.09K |
| Q1 2020 | share | Increase | +3.19% | 182 shares | -44K | $75.26 | 5.88K |
| Q4 2019 | share | Increase | 0.00% | 5.70K shares | 520K | $84.07 | 5.70K |