Ahrens Investment Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $173K | Buy |
+1,790
| New | +$173K | 0.09% | 163 |
|
|
2022
Q3 | – | Sell |
-1,791
| Closed | -$192K | – | 360 |
|
|
2022
Q2 | $192K | Hold |
1,791
| – | – | 0.08% | 160 |
|
|
2022
Q1 | $200K | Hold |
1,791
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $188K | Buy |
+1,791
| New | +$188K | 0.08% | 195 |
|
|
2018
Q1 | – | Sell |
-2,749
| Closed | -$231K | – | 165 |
|
|
2017
Q4 | $231K | Buy |
2,749
+75
| +3% | +$6.3K | 0.09% | 135 |
|
|
2017
Q3 | $224K | Sell |
2,674
-57
| -2% | -$4.78K | 0.1% | 129 |
|
|
2017
Q2 | $228K | Buy |
+2,731
| New | +$228K | 0.1% | 122 |
|