Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9K | Hold |
50
| – | – | ﹤0.01% | 203 |
|
|
2025
Q1 | $6.1K | Hold |
50
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $5.39K | Hold |
50
| – | – | ﹤0.01% | 223 |
|
|
2024
Q3 | $5.77K | Sell |
50
-300
| -86% | -$34.6K | ﹤0.01% | 149 |
|
|
2024
Q2 | $35.1K | Sell |
350
-460
| -57% | -$46.1K | 0.02% | 130 |
|
|
2024
Q1 | $78.3K | Sell |
810
-21
| -3% | -$2.03K | 0.04% | 120 |
|
|
2023
Q4 | $80.6K | Sell |
831
-110
| -12% | -$10.7K | 0.04% | 103 |
|
|
2023
Q3 | $83.1K | Buy |
941
+591
| +169% | +$52.2K | 0.05% | 103 |
|
|
2023
Q2 | $31.4K | Hold |
350
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $33.8K | Hold |
350
| – | – | 0.02% | 150 |
|
|
2022
Q4 | $36K | Hold |
350
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $30K | Buy |
+350
| New | +$30K | 0.02% | 163 |
|