Arcadia Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-188
| Closed | -$18K | – | 296 |
|
|
2021
Q1 | $18K | Buy |
+188
| New | +$18K | ﹤0.01% | 245 |
|
|
2020
Q3 | – | Sell |
-466
| Closed | -$37K | – | 278 |
|
|
2020
Q2 | $37K | Sell |
466
-435
| -48% | -$34.5K | 0.01% | 200 |
|
|
2020
Q1 | $73K | Buy |
901
+435
| +93% | +$35.2K | 0.02% | 158 |
|
|
2019
Q4 | $43K | Hold |
466
| – | – | 0.01% | 205 |
|
|
2019
Q3 | $45K | Hold |
466
| – | – | 0.01% | 201 |
|
|
2019
Q2 | $41K | Buy |
+466
| New | +$41K | 0.01% | 216 |
|