COMPASS FINANCIAL ADVISORS LLC – Duke Energy Corporation Transaction History
COMPASS FINANCIAL ADVISORS LLC portfolio value:
$616,000
portfolio value
COMPASS FINANCIAL 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 | Increase | +0.76% | 50 shares | -89K | $93.02 | 6.62K |
| Q2 2022 | share | 0.00% | 0 shares | -29K | $107.21 | 6.57K | |
| Q1 2022 | share | Increase | +6.97% | 428 shares | 89K | $111.66 | 6.57K |
| Q4 2021 | share | Increase | 0.00% | 6.14K shares | 645K | $104.79 | 6.14K |