B. Riley Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.09K | Sell |
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|
2022
Q1 | $8.03M | Sell |
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|
2021
Q4 | $7.59M | Buy |
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|
2021
Q3 | $6.98M | Sell |
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|
2021
Q2 | $7.08M | Sell |
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|
2021
Q1 | $7.01M | Sell |
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|
2020
Q4 | $7.01M | Sell |
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|
2020
Q3 | $6.92M | Buy |
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|
2020
Q2 | $5.16M | Sell |
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|
2020
Q1 | $5.46M | Buy |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $232K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $112K | Sell |
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|
2015
Q1 | $134K | Buy |
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|
2014
Q4 | $145K | Buy |
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|
2014
Q3 | $129K | Buy |
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|
2014
Q2 | $128K | Buy |
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|
2014
Q1 | $110K | Buy |
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