Barber Financial Group’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 |
-2,084
| Closed | -$215K | – | 151 |
|
|
2022
Q4 | $215K | Buy |
+2,084
| New | +$215K | 0.06% | 126 |
|
|
2022
Q3 | – | Sell |
-1,914
| Closed | -$205K | – | 132 |
|
|
2022
Q2 | $205K | Buy |
1,914
+108
| +6% | +$11.6K | 0.03% | 136 |
|
|
2022
Q1 | $202K | Buy |
+1,806
| New | +$202K | 0.03% | 146 |
|