ACG Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $463K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $652K | Buy |
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|
2019
Q4 | $699K | Sell |
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|
2019
Q3 | $808K | Sell |
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|
2019
Q2 | $853K | Buy |
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|
2019
Q1 | $868K | Sell |
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|
2018
Q4 | $979K | Buy |
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|
2018
Q3 | $794K | Buy |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $731K | Buy |
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|
2017
Q4 | $761K | Buy |
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|
2017
Q3 | $685K | Sell |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $898K | Buy |
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|
2016
Q4 | $590K | Sell |
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|
2016
Q3 | $634K | Buy |
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|
2016
Q2 | $375K | Sell |
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|
2016
Q1 | $383K | Buy |
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|
2015
Q4 | $305K | Buy |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $291K | Sell |
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|
2015
Q1 | $321K | Sell |
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|
2014
Q4 | $438K | Sell |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $327K | Sell |
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|
2014
Q1 | $377K | Sell |
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|
2013
Q4 | $399K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $341K | Buy |
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