Avalon Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-700
| Closed | -$67.7K | – | 326 |
|
|
2024
Q1 | $67.7K | Sell |
700
-100
| -13% | -$9.67K | 0.01% | 196 |
|
|
2023
Q4 | $77.6K | Hold |
800
| – | – | 0.01% | 178 |
|
|
2023
Q3 | $70.6K | Sell |
800
-327
| -29% | -$28.9K | 0.01% | 170 |
|
|
2023
Q2 | $101K | Hold |
1,127
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $109K | Buy |
+1,127
| New | +$109K | 0.01% | 154 |
|