Advisor Partners II’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.74M | Buy |
31,090
+7,391
| +31% | +$652K | 0.11% | 193 |
|
|
2023
Q2 | $2.13M | Sell |
23,699
-1,253
| -5% | -$112K | 0.1% | 197 |
|
|
2023
Q1 | $2.41M | Buy |
24,952
+1,405
| +6% | +$136K | 0.13% | 152 |
|
|
2022
Q4 | $2.43M | Sell |
23,547
-2,037
| -8% | -$210K | 0.15% | 144 |
|
|
2022
Q3 | $2.38M | Buy |
+25,584
| New | +$2.38M | 0.18% | 110 |
|