ONEASCENT WEALTH MANAGEMENT LLC – Duke Energy Corporation Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$424,000
portfolio value
ONEASCENT 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 | +5.20% | 225 shares | -40K | $93.02 | 4.55K |
| Q2 2022 | share | Decrease | -5.17% | -236 shares | -46K | $107.21 | 4.32K |
| Q1 2022 | share | Decrease | -0.41% | -19 shares | 29K | $111.66 | 4.56K |
| Q4 2021 | share | Increase | +85.10% | 2.10K shares | 239K | $104.79 | 4.58K |
| Q3 2021 | share | Increase | 0.00% | 2.47K shares | 242K | $96.65 | 2.47K |