BRWM
B. Riley Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.09K | Sell |
47,468
-24,440
| -34% | -$2.62K | 0.01% | 143 |
|
|
2022
Q1 | $8.03M | Sell |
71,908
-469
| -0.6% | -$52.4K | 0.62% | 41 |
|
|
2021
Q4 | $7.59M | Buy |
72,377
+829
| +1% | +$87K | 0.53% | 44 |
|
|
2021
Q3 | $6.98M | Sell |
71,548
-133
| -0.2% | -$13K | 0.54% | 48 |
|
|
2021
Q2 | $7.08M | Sell |
71,681
-941
| -1% | -$92.9K | 0.78% | 36 |
|
|
2021
Q1 | $7.01M | Sell |
72,622
-3,953
| -5% | -$382K | 0.82% | 34 |
|
|
2020
Q4 | $7.01M | Sell |
76,575
-1,522
| -2% | -$139K | 0.9% | 27 |
|
|
2020
Q3 | $6.92M | Buy |
78,097
+13,556
| +21% | +$1.2M | 0.82% | 32 |
|
|
2020
Q2 | $5.16M | Sell |
64,541
-3,013
| -4% | -$241K | 0.57% | 49 |
|
|
2020
Q1 | $5.46M | Buy |
67,554
+65,274
| +2,863% | +$5.28M | 0.57% | 46 |
|
|
2019
Q4 | $208K | Hold |
2,280
| – | – | 0.03% | 358 |
|
|
2019
Q3 | $219K | Buy |
+2,280
| New | +$219K | 0.04% | 326 |
|
|
2019
Q2 | – | Sell |
-2,578
| Closed | -$232K | – | 403 |
|
|
2019
Q1 | $232K | Buy |
+2,578
| New | +$232K | 0.04% | 320 |
|
|
2015
Q3 | – | Sell |
-1,598
| Closed | -$112K | – | 289 |
|
|
2015
Q2 | $112K | Sell |
1,598
-159
| -9% | -$11.1K | 0.09% | 258 |
|
|
2015
Q1 | $134K | Buy |
1,757
+11
| +0.6% | +$839 | 0.1% | 238 |
|
|
2014
Q4 | $145K | Buy |
1,746
+9
| +0.5% | +$747 | 0.12% | 207 |
|
|
2014
Q3 | $129K | Buy |
1,737
+11
| +0.6% | +$817 | 0.1% | 250 |
|
|
2014
Q2 | $128K | Buy |
1,726
+181
| +12% | +$13.4K | 0.08% | 294 |
|
|
2014
Q1 | $110K | Buy |
+1,545
| New | +$110K | 0.08% | 295 |
|