BAKER TILLY WEALTH MANAGEMENT, LLC – Duke Energy Corporation Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$1.14M
portfolio value
BAKER TILLY 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 | Increase | +6.21% | 718 shares | -97K | $93.02 | 12.27K |
| Q2 2022 | share | Decrease | -7.40% | -924 shares | -155K | $107.21 | 11.55K |
| Q1 2022 | share | Decrease | -1.21% | -153 shares | 69K | $111.66 | 12.48K |
| Q4 2021 | share | Increase | +24.41% | 2.47K shares | 334K | $104.79 | 12.63K |
| Q3 2021 | share | Increase | +19.36% | 1.64K shares | 151K | $96.65 | 10.15K |
| Q2 2021 | share | Increase | +19.88% | 1.41K shares | 190K | $96.87 | 8.50K |
| Q4 2020 | share | Increase | 0.00% | 7.09K shares | 650K | $88.07 | 7.09K |