Balasa Dinverno & Foltz LLC Duke Energy Transaction History

Balasa Dinverno & Foltz LLC

$1.58 Billion
Q3 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 07, 2020	SELL	N/A	-3,416 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	N/A	-456 Reduced 11.78%	3,416 $276,000
Q4 2019 Jan 22, 2020	BUY	N/A	417 Added 12.07%	3,872 $353,000
Q3 2019 Nov 06, 2019	BUY	N/A	31 Added 0.91%	3,455 $331,000
Q2 2019 Aug 07, 2019	SELL	N/A	-89 Reduced 2.53%	3,424 $302,000
Q1 2019 May 10, 2019	BUY	N/A	285 Added 8.83%	3,513 $316,000
Q4 2018 Feb 04, 2019	SELL	N/A	-338 Reduced 9.48%	3,228 $279,000
Q3 2018 Oct 24, 2018	BUY	N/A	161 Added 4.73%	3,566 $285,000
Q2 2018 Aug 01, 2018	SELL	N/A	-1,829 Reduced 34.94%	3,405 $269,000
Q1 2018 Apr 23, 2018	SELL	N/A	-4,307 Reduced 45.14%	5,234 $405,000
Q4 2017 Feb 05, 2018	BUY	N/A	1,525 Added 19.02%	9,541 $802,000
Q3 2017 Oct 18, 2017	BUY	N/A	8,016	8,016 $673,000

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