Altus Wealth Group’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
Sell
-2,133
Closed -$238K 117
2022
Q1
$238K Buy
+2,133
New +$238K 0.2% 99
2021
Q1
Sell
-1,405
Closed -$129K 338
2020
Q4
$129K Buy
+1,405
New +$129K 0.12% 122