55I LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $725K | Buy |
7,802
+5,226
| +203% | +$486K | 0.02% | 309 |
|
|
2022
Q2 | $276K | Buy |
2,576
+11
| +0.4% | +$1.18K | 0.01% | 456 |
|
|
2022
Q1 | $287K | Buy |
2,565
+114
| +5% | +$12.8K | 0.01% | 444 |
|
|
2021
Q4 | $257K | Buy |
+2,451
| New | +$257K | 0.01% | 446 |
|
|
2021
Q3 | – | Sell |
-2,687
| Closed | -$265K | – | 480 |
|
|
2021
Q2 | $265K | Buy |
+2,687
| New | +$265K | 0.01% | 336 |
|
|
2020
Q4 | – | Sell |
-3,568
| Closed | -$316K | – | 252 |
|
|
2020
Q3 | $316K | Buy |
+3,568
| New | +$316K | 0.03% | 211 |
|