Adams Chetwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $759K | Buy |
6,794
+28
| +0.4% | +$3.13K | 0.43% | 40 |
|
|
2021
Q4 | $710K | Sell |
6,766
-703
| -9% | -$73.8K | 0.48% | 42 |
|
|
2021
Q3 | $729K | Buy |
7,469
+1,625
| +28% | +$159K | 0.53% | 43 |
|
|
2021
Q2 | $577K | Sell |
5,844
-225
| -4% | -$22.2K | 0.41% | 50 |
|
|
2021
Q1 | $586K | Sell |
6,069
-43
| -0.7% | -$4.15K | 0.45% | 47 |
|
|
2020
Q4 | $560K | Sell |
6,112
-341
| -5% | -$31.2K | 0.46% | 43 |
|
|
2020
Q3 | $571K | Sell |
6,453
-197
| -3% | -$17.4K | 0.55% | 42 |
|
|
2020
Q2 | $531K | Sell |
6,650
-262
| -4% | -$20.9K | 0.54% | 39 |
|
|
2020
Q1 | $565K | Buy |
6,912
+18
| +0.3% | +$1.47K | 0.66% | 35 |
|
|
2019
Q4 | $629K | Buy |
+6,894
| New | +$629K | 0.64% | 30 |
|