OCTAVIA WEALTH ADVISORS, LLC – Duke Energy Corporation Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$290,000
portfolio value
OCTAVIA WEALTH 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 | Decrease | -0.83% | -26 shares | -47K | $93.02 | 3.12K |
| Q2 2022 | share | Increase | +2.18% | 67 shares | -7K | $107.21 | 3.14K |
| Q1 2022 | share | Decrease | -23.10% | -925 shares | -76K | $111.66 | 3.08K |
| Q4 2021 | share | Increase | +70.43% | 1.65K shares | 190K | $104.79 | 4.00K |
| Q3 2021 | share | Decrease | -27.27% | -881 shares | -89K | $96.65 | 2.35K |
| Q2 2021 | share | Increase | +2.60% | 82 shares | 15K | $96.87 | 3.23K |
| Q1 2021 | share | Decrease | -5.29% | -176 shares | 0 | $93.84 | 3.14K |
| Q4 2020 | share | Increase | 0.00% | 3.32K shares | 304K | $88.07 | 3.32K |