American Portfolios Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.05M | Buy |
22,004
+279
| +1% | +$26K | 0.09% | 233 |
|
|
2022
Q2 | $2.33M | Buy |
21,725
+595
| +3% | +$63.8K | 0.1% | 213 |
|
|
2022
Q1 | $2.36M | Buy |
21,130
+3,416
| +19% | +$381K | 0.08% | 255 |
|
|
2021
Q4 | $1.86M | Buy |
17,714
+1,231
| +7% | +$129K | 0.06% | 300 |
|
|
2021
Q3 | $1.61M | Sell |
16,483
-294
| -2% | -$28.7K | 0.06% | 313 |
|
|
2021
Q2 | $1.66M | Buy |
16,777
+454
| +3% | +$44.8K | 0.06% | 295 |
|
|
2021
Q1 | $1.58M | Buy |
16,323
+1,864
| +13% | +$180K | 0.07% | 284 |
|
|
2020
Q4 | $1.32M | Sell |
14,459
-348
| -2% | -$31.9K | 0.07% | 274 |
|
|
2020
Q3 | $1.31M | Sell |
14,807
-3,874
| -21% | -$343K | 0.08% | 238 |
|
|
2020
Q2 | $1.49M | Buy |
18,681
+2,640
| +16% | +$211K | 0.1% | 199 |
|
|
2020
Q1 | $1.3M | Sell |
16,041
-188
| -1% | -$15.2K | 0.11% | 182 |
|
|
2019
Q4 | $1.48M | Buy |
16,229
+6,951
| +75% | +$634K | 0.11% | 198 |
|
|
2019
Q3 | $889K | Buy |
9,278
+1,535
| +20% | +$147K | 0.07% | 259 |
|
|
2019
Q2 | $683K | Sell |
7,743
-97
| -1% | -$8.56K | 0.06% | 316 |
|
|
2019
Q1 | $706K | Buy |
7,840
+754
| +11% | +$67.9K | 0.07% | 279 |
|
|
2018
Q4 | $611K | Buy |
7,086
+495
| +8% | +$42.7K | 0.08% | 242 |
|
|
2018
Q3 | $527K | Buy |
6,591
+275
| +4% | +$22K | 0.06% | 295 |
|
|
2018
Q2 | $499K | Sell |
6,316
-1,257
| -17% | -$99.4K | 0.07% | 280 |
|
|
2018
Q1 | $587K | Sell |
7,573
-6
| -0.1% | -$465 | 0.09% | 225 |
|
|
2017
Q4 | $637K | Buy |
+7,579
| New | +$637K | 0.1% | 208 |
|