Selective Wealth Management, Inc. Duke Energy Corp Transaction History

Selective Wealth Management, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$24.9 - $110.88 $14,865 - $66,195	-597 Reduced 11.21%	4,727 $440,000
Q1 2022 Apr 20, 2022	SELL	$97.04 - $111.66 $25,812 - $29,701	-266 Reduced 4.76%	5,324 $594,000
Q3 2021 Oct 27, 2021	SELL	$97.05 - $107.93 $362,190 - $402,794	-3,732 Reduced 40.03%	5,590 $546,000
Q2 2021 Aug 04, 2021	SELL	$96.28 - $103.74 $278,249 - $299,808	-2,890 Reduced 23.67%	9,322 $920,000
Q1 2021 Apr 09, 2021	BUY	$85.59 - $97.58 $193,091 - $220,140	2,256 Added 22.66%	12,212 $1.18 Million
Q4 2020 Jan 22, 2021	BUY	$89.04 - $97.31 $789,161 - $862,458	8,863 Added 810.89%	9,956 $912,000
Q3 2020 Oct 21, 2020	BUY	$79.21 - $88.56 $1,584 - $1,771	20 Added 1.86%	1,093 $97,000
Q2 2020 Jul 15, 2020	BUY	$76.02 - $91.91 $52,985 - $64,061	697 Added 185.37%	1,073 $86,000
Q3 2019 Oct 29, 2019	BUY	$86.49 - $96.28 $32,520 - $36,201	376 New	376 $36,000
Q1 2019 Apr 04, 2019	SELL	$83.66 - $91.53 $34,216 - $37,435	-409 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$78.09 - $83.47 $31,938 - $34,139	409 New	409 $33,000

2,289

511M

4.91M

3.9M

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $82.2B
Description
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...

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