American Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,979
| Closed | -$267K | – | 314 |
|
|
2023
Q2 | $267K | Sell |
2,979
-150
| -5% | -$13.5K | 0.02% | 325 |
|
|
2023
Q1 | $302K | Buy |
3,129
+100
| +3% | +$9.65K | 0.02% | 303 |
|
|
2022
Q4 | $312K | Buy |
3,029
+634
| +26% | +$65.3K | 0.03% | 301 |
|
|
2022
Q3 | $223K | Sell |
2,395
-80
| -3% | -$7.45K | 0.02% | 359 |
|
|
2022
Q2 | $265K | Buy |
+2,475
| New | +$265K | 0.02% | 336 |
|