Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $118K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $101K | Hold |
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|
2019
Q4 | $113K | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $115K | Buy |
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|
2019
Q1 | $111K | Sell |
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|
2018
Q4 | $108K | Buy |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $96K | Hold |
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|
2017
Q4 | $94K | Hold |
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|
2017
Q3 | $104K | Sell |
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|
2017
Q2 | $112K | Sell |
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|
2017
Q1 | $142K | Buy |
|