Astoria Portfolio Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,676
Closed -$374K 192
2022
Q4
$374K Buy
3,676
+129
+4% +$13.1K 0.18% 114
2022
Q3
$330K Buy
3,547
+950
+37% +$88.4K 0.22% 102
2022
Q2
$278K Buy
2,597
+349
+16% +$37.4K 0.2% 117
2022
Q1
$251K Buy
+2,248
New +$251K 0.2% 101