AAF Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,225
| Closed | -$216K | – | 44 |
|
|
2023
Q4 | $216K | Buy |
+2,225
| New | +$216K | 0.13% | 41 |
|
|
2023
Q3 | – | Sell |
-2,294
| Closed | -$206K | – | 42 |
|
|
2023
Q2 | $206K | Buy |
2,294
+218
| +11% | +$19.6K | 0.13% | 40 |
|
|
2023
Q1 | $200K | Buy |
+2,076
| New | +$200K | 0.13% | 41 |
|