Adams Chetwood Wealth Management’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
Q1
$759K Buy
2021
Q4
$710K Sell
2021
Q3
$729K Buy
2021
Q2
$577K Sell
2021
Q1
$586K Sell
2020
Q4
$560K Sell
2020
Q3
$571K Sell
2020
Q2
$531K Sell
2020
Q1
$565K Buy
2019
Q4
$629K Buy