Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-309
| Closed | -$30K | – | 181 |
|
|
2021
Q1 | $30K | Buy |
309
+52
| +20% | +$5.05K | 0.02% | 229 |
|
|
2020
Q4 | $24K | Sell |
257
-100
| -28% | -$9.34K | 0.02% | 248 |
|
|
2020
Q3 | $32K | Sell |
357
-411
| -54% | -$36.8K | 0.03% | 216 |
|
|
2020
Q2 | $61K | Sell |
768
-188
| -20% | -$14.9K | 0.05% | 180 |
|
|
2020
Q1 | $77K | Sell |
956
-267
| -22% | -$21.5K | 0.07% | 158 |
|
|
2019
Q4 | $112K | Buy |
+1,223
| New | +$112K | 0.09% | 157 |
|