Altium 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
Q2 | $1.79M | Buy |
16,663
+2,699
| +19% | +$289K | 0.13% | 96 |
|
|
2022
Q1 | $1.56M | Buy |
13,964
+2,402
| +21% | +$268K | 0.1% | 116 |
|
|
2021
Q4 | $1.21M | Buy |
11,562
+356
| +3% | +$37.3K | 0.08% | 129 |
|
|
2021
Q3 | $1.09M | Buy |
11,206
+806
| +8% | +$78.7K | 0.08% | 126 |
|
|
2021
Q2 | $1.03M | Buy |
10,400
+527
| +5% | +$52K | 0.08% | 128 |
|
|
2021
Q1 | $953K | Buy |
9,873
+321
| +3% | +$31K | 0.08% | 115 |
|
|
2020
Q4 | $875K | Buy |
9,552
+2,680
| +39% | +$245K | 0.08% | 115 |
|
|
2020
Q3 | $609K | Buy |
6,872
+1,502
| +28% | +$133K | 0.06% | 132 |
|
|
2020
Q2 | $429K | Buy |
+5,370
| New | +$429K | 0.05% | 204 |
|