CENTER FOR FINANCIAL PLANNING, INC. – Duke Energy Corporation Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$116,000
portfolio value
CENTER FOR FINANCIAL PLANNING, 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 | Decrease | -0.80% | -10 shares | -19K | $93.02 | 1.24K |
| Q2 2022 | share | Decrease | -17.49% | -266 shares | -35K | $107.21 | 1.25K |
| Q1 2022 | share | 0.00% | 0 shares | 10K | $111.66 | 1.52K | |
| Q4 2021 | share | Decrease | -14.60% | -260 shares | -14K | $104.79 | 1.52K |
| Q3 2021 | share | Increase | +2.83% | 49 shares | 3K | $96.65 | 1.78K |
| Q2 2021 | share | 0.00% | 0 shares | 4K | $96.87 | 1.73K | |
| Q1 2021 | share | 0.00% | 0 shares | 8K | $93.84 | 1.73K | |
| Q4 2020 | share | Decrease | -28.58% | -693 shares | -56K | $88.07 | 1.73K |
| Q3 2020 | share | 0.00% | 0 shares | 21K | $84.32 | 2.42K | |
| Q2 2020 | share | Decrease | -46.60% | -2.11K shares | -173K | $75.19 | 2.42K |
| Q1 2020 | share | 0.00% | 0 shares | -47K | $75.26 | 4.54K | |
| Q4 2019 | share | Increase | 0.00% | 4.54K shares | 414K | $84.07 | 4.54K |